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....
Coping With Fragility
If we had to sum up the current investment environment in one word, it would be World financial markets are currently extremely fragile as Europe heads...
A Survival Guide for Private Foundations and Endowments
It looks like 2012 may be another difficult year for not-for-profits' investment portfolios. Volatility threatens to stay up; yields, down. Many private...
Top 50 Wealth Management RIAs
Our sister publication, Registered Rep., partnered with Meridian IQ to prepare a list of the 50 wealth managers in the United States with the most assets...
The New Investment Alternative
Long-term care (LTC) insurance can be an attractive investment alternative for high-net-worth individuals for two reasons....
Reassessing Risk
Since the financial crisis of 2008, global markets have been surprisingly resilient. Investors who continued to follow disciplined strategies have recovered much of their losses, if not their confidence....
Investments Committee
Ajay Badlani (chair)
The Citi Private BankEdward J. Finley II
J.P. Morgan Private BankMichael E. Lewitt
Harch Capital Management, IncElizabeth Miller
Summit Place Financial Advisors, LLCAndrew M. Parker
Lazard Wealth ManagementGregory D. Singer
Bernstein Global Wealth ManagementComplete list of the Trusts & Estates Editorial Advisory Board
