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Taking time to tell family stories, and finding interesting ways to record them for subsequent generations, can serve as a foundation for family members to bond and identify with each other. Stories can engender in family members an appreciation for their own unique “differentness” of identity from those outside of the family. This shared sense of unique family history can aid the family in their quest to break the curse of the third generation.

Chief Investment Officer David Donabedian recaps the first half of 2012 and provides an outlook for economic activity and financial markets in the third quarter of the year.

This white paper reviews how investors can take advantage of the current gift tax exemption without hurting their liquidity.

This paper examines the gap between the theory of portfolio construction and its practice. In particular, it analyzes some of the problems in the application of portfolio optimization techniques to individual investors and identifies ways to compensate for the theory's shortcomings.

Data from the Carlyle portfolio and external sources suggest that housing construction and renovation activity could be on the verge of recovery.

By virtually any measure, the speculative grade corporate credit market in the United States is performing exceptionally well. In this paper, the Carlyle Group looks at why its predicted collision with the “maturity wall” never materialized.

While life insurance is often purchased as a solution to funding estate taxes, it can also be inflexible and costly and is rarely a perfect antidote. This article discusses how insurance should be considered in conjunction with alternate lifetime estate planning solutions and proposes alternative atypical insurance designs that can offer substantially more efficiency and flexibility.

In this issue of Eton’s Investment Outlook, the firm describes how Modern Portfolio Theory has ruled the financial seas for the past 60 years, its shortcomings, and why they view goals-based investing as a better framework.

The goals-based investing framework utilizes Abraham Maslow's “hierarchy of needs” approach by defining, quantifying and prioritizing financial goals across multiple family generations. The brilliance of this process is that it recognizes something very fundamental about our financial behavior: We assign different levels of priority to different goals, and are willing to tolerate different levels of risk in pursuing those respective goals.

This white paper details strategies that take advantage of today’s favorable wealth transfer climate, and some important planning ideas designed to prepare your estate for the uncertainties of 2013.