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Capital Perspectives May 2016

Investment Management

In the May 2016 issue of our monthly flagship publication, we feature:   On the Record by Chief Investment Officer Tony Roth. Only fools rush in.In Focus by Senior Managing Director Chris Kreicker, Your values, your world, and your portfolio.Investment positioning, major themes, and asset class positioning updates.The Fed moves. Markets price in expectations. Sometimes too much so, which is pretty much where things stand right now.


Keys to Creating an Effective Trust

Wealth Planning

The language of a trust agreement must be carefully crafted to balance your wishes with the powers of the trustee and the needs of beneficiaries.Trusts can be extremely effective estate planning tools for minimizing taxes and ensuring your beneficiaries are cared for according to your wishes.Choosing the provisions for distributions is a balancing act, with tax consequences on one side of the scale and the wishes of the grantor on the other.