Latest Content

Why Trusts Still Matter

Sharon Klein |
Wealth Planning

Explore the brave new world of estate planning. Planning for same-sex couples and strategies for “non-traditional” and blended families. Understanding inheritance rights and posthumous birth laws. Considering a loved one with special needs. Comprehensive estate planning allows individuals and couples to maximize control over where their assets will go upon their death— while minimizing taxes


Capital Perspectives June 2017

Tony Roth |
Investment Management

In the June 2017 issue of our monthly flagship publication, we feature: On the Record by Chief Investment Officer Tony Roth, Halftime analysis: Our 2017 Capital Markets Forecast revisited. In Focus discusses our predicted 2017 trend for opportunities in emerging markets and what is powering the largest contributors to its index. Investment positioning, major themes, and asset class