Globalization has increased growth opportunities not only for companies but also for those in the business of kidnapping for ransom. The key is to prepare for dangers both at home and abroad and to assess readiness for a complex resolution process if a kidnapping should occur.
This paper highlights the concentration risk embedded in traditional portfolios, describes a simple risk parity strategy and demonstrates its out-performance over nearly four decades, and then delves into the more advanced portfolio construction and risk management techniques used to implement risk parity portfolios.
A method for determining the complexity level of a prospective client and evaluating if they are a good fit for the firm's services.
Investment innovation and rigorous discipline; dynamic, seamless planning; and a different quality of client-advisor engagement will be key to the achievement of long-term objectives for wealth accumulation, protection, spending and transfer as well as to peace of mind.
Families should consider an array of factors as part of their charitable planning, such as their legacy, the particular assets, market conditions, investment objectives, interest rates and cash flow needs, as well as the mission of the charitable organizations.
The author examines why investors often embrace misperceptions preventing them from making corrective portfolio reallocations at critical junctures, attempts to put the recent 30-year fixed-income bull market into historical perspective, identifies underlying changes in long-term trends, and discusses how prime consumer lending may help reduce overall fixed-income portfolio risk.
The authors, in travels with four clients and friends, explore the business side of Africa, conducting 20 meetings with companies and local organizations in Zambia, Zimbabwe and Malawi. These countries are all close to the banks of the Zambezi River, and their fates are linked to it.
Family foundati ons and their investment advisors are increasingly exploring frameworks, working relati onships and investment portf olios designed to align investment strategy and implementati on with the mission and values of the philanthropic organizati on. Investi ng for fi nancial return and giving for charitable return originated as disparate acti viti es, but today we increasingly must view them as interrelated acts requiring some level of collaborati on or, even better, a degree of complementary eff ect or synergy.
Given the uncertainty around income and estate taxes, planning with a financial advisor is essential. While Congress may not act on taxes until late in the year, individuals will be best positioned to implement a plan if they spend the intervening weeks laying the necessary groundwork.
It is increasingly common for estate planning attorneys to reduce estate taxes on tangible property by transferring ownership of that property from an individual to a trustee of a trust. However, this strategy can expose an entire estate to some serious potential uninsured claims.