Archive | September, 2012

Alternatives on the Rise

Recent studies indicate that investors are turning increasingly to commodities, hedge funds, private equity, and other alternative investments to bolster returns and diversify their holdings. Volatile markets are sending more investors to alternatives. What’s right for you? With global equity markets on a roller coaster ride — one that never seems to make any headway […]

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Washington Hotline – September 25 2012

Fiscal Cliff Looming as Congress Adjourns As the November election nears, Congress has adjourned to permit Senators and Representatives to campaign full time. On January 1, there is a scheduled massive tax increase and spending cut that Washington commentators are calling the “fiscal cliff.” Department of Defense and Medicare spending cuts and tax increases on […]

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Strategies for Managing Volatility

Investors are exposed to financial risk in two ways: company-specific risk or market risk. Long-term investors can reduce exposure to company-specific risk by diversifying among many different securities within the same asset class.1 Market risk is managed, but not eliminated, by holding investments in several different asset classes. Low Correlation: The Key to Effective Asset […]

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Washington Hotline – September 18, 2012

Treasury Secretaries Warn “Fiscal Cliff Ahead” At a meeting in Washington on September 12, former Treasury Secretaries Robert Rubin and James Baker discussed the upcoming “fiscal cliff.” The forum was held in order to discuss the national debt and potential financial solutions. Treasury Secretaries from both parties were invited to discuss future financial options. Both […]

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Charitable Giving Opportunities for Investors

When choosing the most advantageous charitable giving strategy, individuals must evaluate a number of factors, such as their need for current income, their desire to control and preserve assets during life and after death, their specific charitable intent, as well as important tax management issues. Charitable estate planning techniques can help achieve many of these […]

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