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| April/May 2008 Issue Highlights |
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The Visionary
Richard Branson, the audacious adventurer and entrepreneurial founder of the Virgin Group, sets his sights on the earth’s environment and beyond....
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Treasure Troves
Top collectors reveal the best—and worst—places to buy great art....
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Philanthropy 2.0
Affluent funders rewrite the rules of giving with new Internet tools and strategies....
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10 Questions For Your Private Banker
Market, business and economic conditions change fast.
Are your advisors on the ball? Ask these questions and find out.
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Insuring Commitments
I have made several large, multiyear pledges to nonprofit groups that I support. I am healthy now, both financially and physically, but in my late 70s. As I get older, I am concerned that these charities receive the assets even if I should die before fulfilling my commitments. I am considering making them beneficiaries to my life insurance policy. Is this the best solution?...
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| Scoreboard |
Glass Half Full?—A glimmer of optimism broke through in February as both the Spectrem Millionaire and Affluent indexes registered slight gains. In January, both indexes had taken a bath. The Millionaire Index, which includes people with at least $1 million in investable assets, reached a new low of -6. The Affluent Index, for those with at least $500,000 in investable assets, plunged to -13. However, in February both indexes reversed directions, with the Millionaire Index regaining 1 point to close at -5 and the Affluent Index rising 3 points to -10. see larger graph »
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Send Us Your Questions
Are you wrestling with family issues, business governance or succession decisions, investment or estate planning dilemmas, problems related to philanthropic activities or foundations, or a similar predicament? We invite you to email a detailed question to advisorsforum@worth.com. We will ask some of the country's leading experts to give you their best advice. (We will publish the questions anonymously. Please include your contact details in the email for confirmation purposes.)
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