Putting Highly Appreciated Assets to Work for Good Causes
Wealth Management
MAY 14, 2025
Advisors can better serve wealthy clients through strategic charitable giving of appreciated assets, from real estate to business interests.
Wealth Management
MAY 14, 2025
Advisors can better serve wealthy clients through strategic charitable giving of appreciated assets, from real estate to business interests.
Calculated Risk
NOVEMBER 25, 2024
An interesting paper from researchers at the NY Fed: The Financial Stability Implications of Digital Assets Here is the overview: • This article considers the potential vulnerabilities associated with the digital asset ecosystem, adapting the Federal Reserve’s framework for assessing financial stability risks in the traditional financial system. •
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Wealth Management
JUNE 12, 2025
RIA and investment leaders at Wealth Management EDGE said future-ready firms will expand revenue via adjacent services and cultivate second-generation advisors through tactics including equity stakes.
Wealth Management
JUNE 12, 2025
What Are the Best Asset Classes for Active Management? Low-cost passive wrappers work well for core equity investing, but certain asset classes are more conducive to active management. The industry’s heyday came in the 1980s and ’90s, when stocks soared and rockstar mutual fund managers like Peter Lynch raked in assets.
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Though only in charge of a small percentage of total assets, they’re disproportionately dominating small business lending. Small business lending is ground zero for this imminent disaster. On the surface, things are going well for community and regional banks and credit unions.
Wealth Management
JUNE 5, 2025
VanEck introduces GPZ, a new ETF offering exposure to alternative asset managers like Blackstone and KKR, tapping into growing interest in private markets.
Wealth Management
JANUARY 16, 2025
Now, some are running into trouble amid a sluggish dealmaking environment and declining asset values. More than 100 continuation funds were raised between 2019 and 2021.
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This article explores the impact of medical/LTC expenses on estate planning objectives, and discusses strategies to keep assets flexible to address needs that may arise while satisfying the objective of transferring wealth to designated beneficiaries.
Speaker: Sierre Lindgren
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