White Paper No. 62: Quantifying the Value of Tax-Aware Decision Making What are some common strategies used to optimize after-tax returns and exactly how valuable are they to a client’s portfolio?… Read more
White Paper No. 61: Should You be Worried about Liquidity in the Markets? How concerned should you be about market liquidity? What sectors of the markets would be most affected in a liquidity… Read more
White Paper No. 60: How Wealth Advisors Add Value Since the Financial Crisis, investor confidence in their advisors has plummeted. Clients are wondering exactly what it is that advisors… Read more
59: The Last, Best Tax Shelter Ever? As tax rates on high income taxpayers have risen – and are expected to continue to rise – families have… Read more
40: Private Equity Investing (Revised 2014) Once an investor decides to allocate capital to private equity, the first question is: “How should I go about it?”… Read more
58: Impact Investing Currently a $36 billion industry and growing, impact investing is increasingly significant in the investment marketplace. However, confusion still exists… Read more
