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Financial Planning July 1, 2005 David A. Twibell	Too Much of a Good Thing To avoid considerable risk, clients with a large part of their wealth tied up in one company's stock need to diversify or hedge these concentrated positions.
Financial Advisor June 2005 Timothy Kochis	Letting Go Helping clients overcome financial and emotional barriers to diversifying concentrated stock positions.
Financial Planning September 1, 2005 Kathy Gevlin	Bookshelf Managing Concentrated Stock Wealth: An Advisor's Guide to Building Customized Solutions, by Tim Kochis shows advisers how to minimize risk and maximize opportunities for clients with a significant portion of their wealth in one stock.
Financial Advisor November 2004 David A. Twibell	Understanding Exchange Funds Diversify clients' concentrated positions while deferring taxes with exchange funds.
Financial Planning August 1, 2006 Gavin Morrissey	Flying Blind For financial advisory clients who are corporate insiders with company stock, a blind trust may be their best option. However, it's imperative that advisers work with attorneys who are familiar with blind trusts to ensure that the document includes the proper provisions.
Financial Advisor September 2008 Andrew Dodds	Uphill Climb The catastrophic losses suffered by Bear Stearns employees should serve as a wake-up call for all financial advisors. Investment portfolios intended for retirement must be adequately diversified.
The Motley Fool June 2, 2011 Selena Maranjian	Why You Should Harvest Gains in 2011 and 2012 The latest development in our tax code could make this year or next a great time to harvest some of your capital gains.
Commercial Investment Real Estate Nov/Dec 2006 McCready et al.	A PAT Answer Upon the sale of highly appreciated commercial real estate assets, investors must decide whether to pay the capital gains taxes that are due or use a method to defer the taxes. Private annuity trusts offer one approach to tax deferral.
Financial Advisor September 2004 Alyn Ackermann	Defying Diversification Advisors already contend with senior executives holding dangerously concentrated positions in their company's stock-and it may get worse.
Investment Advisor May 2006 Susan Hirshman	The Wealth Advisor: Profiting by Behavior Competition for affluent clients is fiercer than ever. To attract their attention, you need to stand out from the crowd. You must have better insights about your clients and the markets and a better process to deliver your services. In other words, you have to be a wealth manager.
Investment Advisor October 2006 Susan L. Hirshman	Eureka! Acquiring Affluent Clients Through CPAs: Unearthing wealth management opportunities in your financial advisory client's tax return.
On Wall Street November 1, 2009 Elizabeth Wine	Executive Clients: Taking Stock of Their Portfolios One of the top issues advisors to corporate executive clients grapple with is persuading their clients to diversify their portfolios.
The Motley Fool July 23, 2008 Dan Caplinger	Be Smart About Taking Profits Deciding when to take some profits off the table is a harder question than figuring out when to sell your whole position. Read on for some tips.
On Wall Street November 1, 2010 Edmund G. Nasief	Becoming The Family's CEO Today, the client's agenda includes not only estate and retirement planning, but information on banking products, educating the next generation and other traditional and non-traditional activities.
On Wall Street June 1, 2010 Denise Federer	When Good Clients Behave Badly Learning how and why your clients think is critical to helping them make sound financial decisions.
Financial Planning March 1, 2007 Suzanne McGee	The Right Collar Equity derivatives can keep risk-averse clients comfortable while their wealth stays in the market. Some advisors are pushing the concept of the equity collar into uncharted waters.
CFO April 1, 2006 Ronald Fink	Overexposed With questions being raised on prepaid variable forwards, many executives may be scrambling for an alternative way to diversify -- and defer taxes. So what should executives with large concentrations of one stock do to diversify and avoid, or at least defer, taxes?
The Motley Fool November 10, 2005 Michael Sarill	The Warren Buffett Challenge Nervous about holding a portfolio with significant positions in fewer than five stocks? Maybe you should be. If you're not a master investor, it's difficult to know just what the biggest winners of the future will be.
The Motley Fool October 21, 2009 Dan Caplinger	This Great News Has Been a Long Time Coming Ordinarily, the end of the year is a dangerous time for mutual fund investors. This year, though, most fund shareholders will enjoy something they haven't seen in a while: freedom from capital gains taxes.
Financial Planning January 1, 2013 Joseph Lisanti	Concentrated Effort: Investing in Focused Funds Having a lot of stocks in a portfolio reduces risk, but holding a limited number of positions can produce home runs.
BusinessWeek December 20, 2004 Christopher Farrell	The Importance Of Independent Thinkers Why consider concentrated funds for your mix? One study found that more than 80% of concentrated funds beat their more diversified peers in six of the seven domestic equity fund categories. That study measured rolling five-year returns from 1992 through 2003.
The Motley Fool September 14, 2009 Dan Caplinger	3 Ways You Can Beat Higher Taxes Beat the IRS by getting your investments in shape.
The Motley Fool April 16, 2008 Dan Caplinger	Be Tax-Smart With Your Investments Even if stocks lose money this year, mutual fund shareholders still face a tax bill.
Investment Advisor August 2008 Lewis Schiff	A Prospect With a Plan A prospect with an existing plan often presents opportunities.
On Wall Street June 5, 2009 Denise Federer	Understanding and Guiding Client Behavior Financial professionals face the complex challenge of effectively responding to the financial and emotional needs of their clients, while managing their own emotional reactions to the current turbulent markets.
On Wall Street June 1, 2009 Handler & Lothes	Incentive Trusts Don't Provide The Best Motivation Incentive trusts attempt to encourage (or discourage) certain behaviors by making distributions dependent on certain benchmarks or accomplishments.
On Wall Street January 1, 2011 Matthew J. Lynch	Team With Rivals To Better Serve Trust Clients As the financial services industry continues to grow more complex with increasing numbers of new business models, a surprising new niche has opened, allowing traditional rivals-financial advisors and trust companies-to work together.
The Motley Fool April 24, 2007 Dan Caplinger	High Fund Taxes? Be Happy! A rundown on the hows and whys of taxes on distributions.
Financial Planning December 1, 2008 Jeanne Lee	Taxes: Going Up? After President-elect Obama takes office, many experts expect an increase in capital gains and income tax rates for high-net-worth individuals. Advisors might want to consider examining the potential impact of higher rates on clients' portfolios and retirement strategies.
Financial Advisor September 2009 Cathleen M. Clauson	Unlocking Opportunity Trusts are a good way for advisors to expand their businesses. Here's why.
The Motley Fool October 29, 2007 Dan Caplinger	Fund Nightmare on Wall Street Most mutual fund investors have smiled at their quarterly statements for years now. But new villains, scarier than any costume-clad Halloween tricksters, are coming soon to a mutual fund near you: Uncle Sam and the IRS.
The Motley Fool November 29, 2005 Philip Durell	Profit From Your Losses Taxes are the bane of many an investor. Are you making the most of your losers?
The Motley Fool November 5, 2007 Selena Maranjian	Back Away From That Mutual Fund If you buy a mutual fund just before its capital gains tax distribution, you'll face taxes on an investment you didn't own for very long -- and in many cases, one you never owned.
The Motley Fool December 3, 2008 Dan Caplinger	The Year-End Mistake You Don't Want to Make If you prefer to use mutual funds rather than individual stocks to invest, there's one expensive tax mistake that you'll want to be sure to avoid.
The Motley Fool December 6, 2004 Bill Mann	It's Tax-Loss Season, Y'all The tax clock for selling stock losers to match against winners expires December 31. So selling losers becomes a no-brainer, right? Not so fast.
Financial Planning April 1, 2005 Julian Block	2010: The Taxes We'll Pay This is a golden age for investors, at least as far as taxes are concerned. Looking ahead, there are several ways your clients can take advantage of today's tax rules and prepare for tomorrow's.
Financial Planning October 1, 2005 Garrett Thornburg	The Fair Tax The estate tax is up for reform (or repeal) in the Senate, leaving planners and advisers with a daunting dilemma. Is there a smarter, more equitable way to think about estate taxes?
The Motley Fool June 20, 2009 Nick Kapur	The Man Behind George Soros Is Dead Wrong Diversification is not some silly device that stock brokers created to protect themselves, as George Soros' former partner Jim Rogers recently said.
Financial Planning February 1, 2012 Martin Shenkman	Trust, But Verify The estate planning answer for a lot of parents is to leave inheritances in trust for the benefit of their child. But trusts vary widely, and because this is a message many clients miss, planners must reinforce the idea.
The Motley Fool November 8, 2006 Dan Caplinger	Forget About Taxes! Don't let tax considerations stop you from making good investing decisions.
Financial Advisor November 2008 Ken Ziesenheim	The Probability Of Real, Real Returns Financial advisors should be evaluating clients' investment returns after taxes, expenses, and inflation to get a real picture of what their portfolios have earned.
The Motley Fool November 7, 2008 Dan Caplinger	Is an Obama Tax Storm Looming? With the new president-elect announcing that change is on its way, investors on both sides of the aisle are wondering whether they're going to end up paying a lot more in taxes.
BusinessWeek June 21, 2004 Anne Tergesen	Letting Go Of Your Big Winner You've made a fortune on one stock. But now is the best time in decades to diversify.
Financial Planning January 1, 2005 David Stein	Shopping for Tax Rates Investors who pay taxes as soon as possible end up with more money. It does require careful tax planning and management of trading costs, but the proactive value it can add to a client's aggregate investment portfolio makes it well worth considering.
The Motley Fool June 5, 2008 John Reeves	Honey, I've Shrunk the Portfolio Read on for some sensible advice for getting your portfolio back on track.
Financial Advisor June 2005 Bruce W. Fraser	The Rush To Dynasty Trusts It remains to be seen whether dynasty trusts will endure. Meantime, they remain a viable way for the wealthy to shield assets over generations, and for financial advisors they can be a lucrative source of fee income.
Financial Planning February 1, 2012 Scott Wenger	Planning the Unknowable As all savvy advisors know, smart tax planning is not only about choosing the right strategy at the right time, it's also about avoiding bush league mistakes.
Investment Advisor January 2007 Bob Clark	The Trust Threat Financial advisors need to rethink adding trust services to their offerings.
The Motley Fool March 28, 2007 Rich Duprey	The 2 Deadly Sins of Investing Emotion-driven investment decisions often lead to risky behavior that harms sound financial planning. Here are just a few ways to counteract the extremes of fear and greed.
Financial Advisor October 2004 Gail Liberman	Advisors Moving Trusts For Cost Savings Like a game of chess, lawyers and wealth advisors are saving their clients money by moving trusts to states with more attractive laws.