Master Limited Partnerships: An Investment You May Have Overlooked
In today’s troubled markets, investors face considerable challenges, as many of the tried and true formulae are coming up short....
New IRS Holistic Audit Program
The federal government recently has enacted several laws increasing the reporting obligations of both U.S. resident and non-resident taxpayers and imposing...
Investment and Tax Strategies for A Changing Environment
For decades, the United States had a top marginal tax rate as high as 50, 70 and even 90 percent.1 As a matter of fact, for the past 50 years there have...
Mid-year 2010 Investment Outlook
As the Obama administration and Congress struggled to push financial reform legislation over the finish line, the financial markets enjoyed strong and...
Committing to Creating and Maintaining a Private Foundation
Choosing among various charitable-giving options can be a challenging proposition for your clients. The most common options are creating a private foundation...
The Real Allure of Emerging Markets
The conventional investment wisdom of going where the growth is would suggest increasing equity allocations to emerging markets. But our research shows...
Related Links
Planner's Thoughts (California)
strattonfinancial.blogspot.comPublished by Larry Stratton, principal in the financial planning firm of Stratton Financial and Estate Planning, in Southern California's San Gabriel Valley. From the website: "This blog is devoted to financial and estate planning issues. Stratton Financial is a California Registered Investment Advisor, serving clients throughout the State of California."
John B. Levy Real Estate Investment Podcasts
nreionline.com/jb_levy_podcastAmid the current credit crunch, commercial real estate borrowers are assessing the impact on their portfolios and investment strategies. In the two podcasts titled "The End of Free Money," investment banker John B. Levy analyzes today's market turbulence and offers practical advice. Levy is a former columnist for Barron's and NREI. Look for more future installments as events unfold.
Advisory Board -
Investments Committee
Ajay Badlani (chair)
The Citigroup Private BankEdward J. Finley II
JPMorgan Private BankMichael E. Lewitt
Harch Capital Management, IncElizabeth Miller
Trevor Stewart Burton & Jacobsen Inc.Andrew M. Parker
Bessemer TrustPatricia M. Stewart
JPMorgan Private BankComplete list of the Trusts & Estates Editorial Advisory Board
