Author: AdvisoryWorldAdmin

One question that everyone has been asking lately—“When is the Fed going to raise interest rates?” While this is certainly the question of the hour, for long-term investors, it is likely irrelevant to the construction …

The adage ‘you get what you pay for’ doesn’t always hold true. Sometimes, you don’t. And even if you do, understanding how much the true cost was (and exactly what it was for) can get …

It wasn’t that long ago that lawyers were setting up complex trusts to protect the estate from federal taxes, even for those clients with moderate wealth. Recent changes have led lawyers to warn their clients …

It wasn’t that long ago that lawyers were setting up complex trusts to protect the estate from federal taxes, even for those clients with moderate wealth. Recent changes have led lawyers to warn their clients …

It’s a common adage, in the art world, to advise art investors not actually to invest in art at all, but to collect it. Conventional wisdom says that art should be bought according to what …

Estate planning advisors are used to asking questions. One of these is a consistent process—asking clients about their estate planning documents. Advisors may find that many clients have had documentation in place for years, but …

It’s not just summer that is the busy season for weddings anymore—the fall wedding season has just begun, and it’s prudent for financial advisors to make sure that they are prepared with a comprehensive plan …

Wealth managers who are not specialized and focused on divorce can easily make mistakes working with divorcing clients. Here are some basic tips for financial advisors with divorcing clients: Deductions Every divorce has three major …

Adding a non-correlated/negatively correlated asset class to your client’s portfolio can serve as protection. When the equities market rises, these are assets that are almost certain to underperform. But when the market turns—and it can …