Investing

Trusts Are One Of Several Tools Available For Protecting Assets From Creditors And Investor Lawsuits

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With an ever increasing litigious society, protecting assets from creditors has become a focal point for wealthy investors. Asset protection trusts are a vehicle of choice for those who do not have access to executive level liability insurance. Although umbrella insurance policies and family LLCs also offer protection, asset protection trusts offer flexibility of access to assets contained within while also protecting against the risk of a lawsuit.

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Even Harry Markowitz Has A Comment About The Trading News On Facebook And JPMorgan Chase

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Harry M. Markowitz, the father of modern portfolio theory (MPT) and 1990’s Nobel laureate in economics, has made a continual mark on the industry. But most focus on his original MPT, excluding the impact of the other aspects of his work. As important as MPT is, even Markowitz adjusted its use to accommodate human behavior in investing. His comments on how investors should respond to the Facebook IPO and JPMorgan Chase trading fiascos are illustrative.

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Center For Due Diligence Launches An Educational Initiative For Target Date Funds

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Target date fund (TDF) assets have grown to more than $425 billion in a relatively short amount of time. These asset allocation solutions are expected to more than double in the next few years and become the dominant investment category, yet TDF due diligence is seriously lacking.

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Institutions Find Fixed Income ETFs A Way To Move Size Through The Markets Without Disrupting Them

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More institutions are investing in fixed income ETFs as a way to take large positions without disrupting the markets. Since ETFs trade on indexes, they can accommodate the large size positions institutional investors typically take.

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There's Still Time To Utilize Current Tax Breaks Before They Are Set To Expire Six Months From Now

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It’s not too late for your clients to take advantage of gift tax breaks before they expire at the end of the year. Currently, clients still have the $5 million exemption on their estates which may mean the gift tax doesn’t even come into play.   Investors can currently, however, give away $13,000 per year to anyone they wish. Couples can give $26,000. The gifts count against the estate tax exclusion, currently at a level of $5 million per person ($10 million for couples). The $5 million exclusion will revert back to $1 million if allowed to expire as scheduled at the end of 2

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