The pros and cons of new wealth management products and strategies designed specifically to address the wealth management dilemmas facing ultra-affluent individuals, including alternative investments, risk management tools and portfolio analytics.
Insuring Our Personal Security
Kidnapping and ransom insurance may have a role in our personal security plans, but pursuing a low-risk lifestyle is the real key to keeping our families and ourselves safe. more »
Private Equity Exit Ramps Up
The rebound of the initial public offerings (IPO) market in late 2003 provided welcome respite for venture capital and private equity investors who had been seeking liquidity. more »
Young Investors Look to Plans
Investors under the age of 45 are more likely than their older counterparts to believe a financial plan is necessary and to put that plan in place. more »
Broadway Backers
Those of us with a love of theater but no thespian skills can still make our mark on Broadway through financial support of productions. But these high-risk investments are not for dilettantes. more »
Trading Places
Swapping properties, rather than selling them, enables us to defer costly
capital gains taxes for years—even a lifetime. more »
Discreet Data
When it comes to online privacy policies, we should learn to read carefully between the lines to prevent our confidential information from falling through the cracks.
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More is Less
A blizzard of quantitative risk data will not help investors separate the good hedge funds from the bad. more »
Retain Your Right to Discourse
Responsible record-keeping is one protection against brokers’ attempts to limit our ability to sue them for malfeasance. more »
Fund Disfavor
Affluent Americans began pulling their money out of mutual funds in earnest by mid-2003, even before the late-trading scandals broke. more »
Insomnia's Reward
Centers to treat the sleepless are flourishing, but do they keep their investors tossing and turning? more »