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As the investment landscape continues to evolve and become more complex, investors can utilize pooled funds to maintain control of key asset allocation decisions while capturing the benefits of a highly diversified, well-constructed, lower-cost portfolio of complementary strategies.

The low interest rate environment, depressed asset values and current transfer tax rules seem to offer superior wealth transfer planning opportunities. However, time may be of the essence as the window of opportunity created by these three conditions may be short-lived.

This organizer, developed by a FOX Thought Leaders Council™ member, assists individuals in the collection and organization of personal and financial information essential to the estate planning process.

Master limited partnerships represent a niche asset class that is gaining attention for its attractive yield potential, historically low correlation to other asset classes, and potential tax benefits. Strong industry fundamentals, attractive valuations, and above-average dividend yields provide a compelling entry point for investors looking at MLPs.

Power failures, IT system crashes, supply chain problems or a flu epidemic can cripple a family office as completely as a natural disaster or terrorist attack. Developing and implementing a business continuity plan can help bolster a family business's defenses against such risks and serve as a first line of defense against losses.

Increased tax exemptions, continued availability of valuation discounts, historically low interest rates and depressed asset values have created a perfect storm for families interested in preserving their wealth. However, current opportunities may begin being eliminated as early as January 2012.

While foundation leaders have displayed a remarkable ability to adapt to change, economic and legislative uncertainty make fulfi lling their mission directives all the more arduous. This period of transition promises to be more than a temporary shift, and many foundation executives believe some fundamental changes are necessary.

Cyclical volatility appears to be a defining characteristic of contemporary financial markets. Researchers reflect on the past two decades to identify common factors behind financial crises and caution about where the next bubble might be forming. They also consider life after debt, the fate of the euro, the Asian factor, and what to do now.

The authors have contended since late 2008 that the global deleveraging process is likely to occur in multiple stages and last until 2014 or 2015. Investors need to be aware of this cycle in allocating assets and to focus on capital preservation while resisting the temptation to be swayed by short-term volatility.

Investors often overestimate the cyclical risk involved with high-yield bonds. Buying these bonds today with a 12- to 18-month horizon makes sense. An analysis of prior cycles shows that investors with such a horizon or longer can hold on and eventually see the benefits of declining spreads and current income.