Asset Protection Planning—20 Years Later

Dec 13, 2017

What’s happened since the enactment of the first DAPT.

Six Financial Planning Steps for Expecting Parents

Mar 31, 2017

A little preparation is necessary before the big day.

Weighing the Risks and Returns of Art and Antiquities

Feb 28, 2017

Antiquities, works with ties to World War II and the Holocaust, and American Indian artifacts all merit special attention.

Ten Steps to Effective Strategic Planning

Feb 13, 2017

Ten ways to plan strategically in the medium term so the business stays in the family for the long-term.

Nine Common Privacy Planning Issues

Jan 12, 2017

Ensure that discussions and financial transactions are as secure and confidential as possible.

2016's Top Stock Picker Didn't Follow the News

Dec 29, 2016

Forget Trump, J. David Wagner focused on companies too small for most analysts to acknowledge.

Fusing Family and Philanthropic Visions

Dec 06, 2016

UHNW families may benefit from a greater understanding of a recently available opportunity to create more for family and charity.

2016's Best and Worst Cities for Financial Stability

Dec 02, 2016

Whether it's making a decision on where to spend retirement or finding how far a buck will go in one city compared to another, the financial impact of relocating is an important consideration for any client looking for a change of scenery.

'Bahamas Papers' Are Latest Chink in Offshore Armor

Sep 22, 2016

The latest blow in the fight for international financial transparency fell Thursday, as a new cache of leaked offshore corporate documents, this time from the Bahamas, was made public...

The Odd Couple: Hedge Funds and the Taxable Investor

Sep 13, 2016

David Swenson is an icon in the investment world. His Yale “endowment model” is widely considered to be the gold standard by which all others are measured. While effective for tax-exempt entities like endowments and charitable...