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Financial Advisor
September 2005
Raymond Fazzi |
The Art Of Financial Planning And Investing Planning And Investing Rather than manipulate art as an investment, observers say advisors could better serve their clients by establishing what they have in terms of collections, the value of the items and, if possible, the cost basis.   |
Financial Planning
September 1, 2011
Jenny Sherman |
Art is an Asset More boutique firms that provide wealth managers with financially based art market analysis are cropping up, and a clutch of new art-focused investment funds are launching. |
Financial Planning
April 1, 2008
Suzanne McGee |
Bit by the Collecting Bug Whether they're ancient Greek vases or Pez dispensers, clients' ties to the items they have collected is of a completely different order from those of their stock, bond or fund holdings. |
Financial Planning
September 1, 2010
Matthew F. Erskine |
The Collector's Dilemma Planners and advisors need to learn how to recognize when their clients have reached the tipping point between investor and collector. |
The Motley Fool
June 7, 2005
Stephen D. Simpson |
Baseball Cards or Blue-Chip Stocks? Here's why you shouldn't confuse collectibles with true investments. Hobbies are great, but are they the best way to make money? |
Financial Planning
October 1, 2010
Elizabeth Wine |
Liquid Assets If your client invest in wine, you must be prepared to handle this special asset with care in financial and estate plans. |
Registered Rep.
June 2, 2015
Carol Kroch |
Turning a Lifetime of Collecting into a Legacy There are essentially two main options for transferring a valued collection -- either passing it along to family or donating it to charity -- each with its own estate planning implications. |
Financial Planning
December 1, 2012
Elena Mannes |
Wine, Wood and Song: Exotic Assets Drive Urge to Diversify The urge to diversify drives interest in exotic assets - including trees and violins - for high-net-worth clients. |
Investment Advisor
September 2007
Kara P. Stapleton |
The Lap of Luxury Investing Luxury collectibles, jewelry, art, sports -- related investments (professional teams, racehorses), and other collectibles categories (wines, antiques, coins) have become an important portfolio allocation, according to the 2007 World Wealth Report. |
CFO
April 1, 2007
Alix Nyberg Stuart |
Investing in Oils While you don't need to be ultra-rich to begin collecting, most experts say that art or other collectibles should make up no more than 1% - 10% of a portfolio. |
BusinessWeek
June 4, 2007
Lynn O'Shaughnessy |
Keeping Your Collection Off eBay A little planning can make a big difference for your heirs and your treasures. |
Financial Planning
August 1, 2008
David E. Adler |
For Art's Sake The New York City art auctions in May and June put to rest the idea that gloom in financial markets was spreading into the art market -- at least, not at the very upper end |
BusinessWeek
October 2, 2006
Aaron Pressman |
Before You Leave The Beaten Path... Brokers can tell compelling stories about quirky ways to diversify, but take a good look at the details before you leap. |
BusinessWeek
February 14, 2005
Toddi Gutner |
Funds To Please The Eye But with subjective valuations and steep costs, the new art funds look rather risky. |
Registered Rep.
August 1, 2005
Daniels, Leibell & Prince |
Beyond Baseball Cards Collectibles such as art, antiques, jewelry, stamps, coins and automobiles can constitute a significant portion of the estate of a wealthy individual. Often -- and unfortunately -- advisors fail to focus adequate attention on planning for these important assets. |
The Motley Fool
June 16, 2006
Roy Lewis |
What to Know Before Selling Investors, regardless of whether you'll have a gain or a loss, you may be able to accomplish a sale but still minimize your taxes. |
Financial Planning
March 1, 2007
Marshall Eckblad |
5 Questions Art consultant Michael Mendelsohn fields questions about ways advisors can help clients with their art collections. |
Investment Advisor
September 2006
Marlene Y. Satter |
Insurance Update: Shelter From the Storm When disaster strikes, will your clients' treasures be safe? Finding out about clients' less conventional assets is an opportunity to connect with them on a more human level than balance sheets and accounts allow. |
Financial Planning
February 1, 2012
Donald Jay Korn |
A Golden Headache Given the billions of dollars poured into gold investments over the past decade, most financial planners have clients with exposure to the metal in some form. Advisors of gold buyers, beware: To help clients avoid surprisingly steep tax bills and IRS penalties, knowledge of the tax law can be vital. |
On Wall Street
April 1, 2013
Charles Paikert |
New Rules for Art Collections Do your clients have plans in place to protect their valuable treasures from the elements? |
Job Journal
November 23, 2008 |
Career Snapshot: Account Collectors In this economic downturn, demand for debt collectors is rising. |
Financial Planning
September 1, 2006
Marshall Eckblad |
5 Questions Marc Lazar is the founder of Cellar Advisors, a wine consulting firm. Here he discusses how financial advisors should encourage clients to insure wine collections. |
PC Magazine
September 21, 2004
Don Labriola |
Collector's Items A multitude of commercial, shareware, and freeware collectibles software packages can help simplify the tasks of maintaining a large collection for a collector. |
On Wall Street
December 1, 2009
Bill Fleming |
Markets Are Up and It's Time to Sell Now that the markets have started to show some signs of life, it's safe -- prudent even -- to revisit your clients' portfolios and start thinking about gains. |
The Motley Fool
August 19, 2005
Selena Maranjian |
Getting Dirty With Debt Be wary of debt collectors, and consider investing in them! Learn about the debt collection industry to protect yourself in case they go after you. As a bonus, consider the industry as an investment opportunity. |
The Motley Fool
May 10, 2004
Mark Mahorney |
Picasso to Propel Sotheby's The record-setting sale of Picasso's "Boy With A Pipe" could coax other rarities out into the market. |
BusinessWeek
August 15, 2005 |
Don't Forget Home Equity To business professor Dean Gatzlaff, your home should be part of any asset allocation plan. |
The Motley Fool
November 13, 2006
Ryan Fuhrmann |
Time to Bid on Sotheby's? Sotheby's third quarter was a non-event, but is it attractive for the long term? |
BusinessWeek
September 4, 2006
Thane Peterson |
The New Art Sharks New art collectors with thick wallets are jostling the old guard in the contemporary market. |
Financial Advisor
December 2011 |
Frontline News Investors Can Change Irrational Behavior... Tax Changes for 2012... The Certified Financial Planner Board of Standards launched a four-year, $36 million public awareness marketing campaign... more... |
Entrepreneur
February 2009
Rosalind Resnick |
Liquid Assets Keep the Credit Flowing Entrepreneurs with asset liquidity will be able to get loans in a tough environment. |
AskMen.com
September 28, 2003
Dan Carter |
Is Your Old Junk Worth Anything? Instead of putting assorted remnants of your past in the "5 for a dollar" box at a yard sale, assess their value and sell them to the highest bidder. |
AskMen.com
Ross Bonander |
Future Antiques Unless you have a crystal ball, the term "future antique" is mostly wishful thinking, but there are some basic concepts relating to the collectibles market that will give you a better idea of what to look for. |
Registered Rep.
March 13, 2013
Alan Lavine |
Old Money For advisors, it pays to insure a client's valuable collectibles, like antiques, rare toys, ceramics or wine; but it's crucial to find reputable appraisers and carriers. |
PC World
September 6, 2002
James A. Martin |
What's the Value of Old Software? Seller hopes to make big bucks on a single online auction of seriously outdated applications. |
The Motley Fool
January 14, 2010 |
6 Things Investors Should Know About Taxes Minimize the amount you have to pay on different types of investments. |
BusinessWeek
July 5, 2004
Gerry Khermouch |
Radio Days Vintage wireless radios are gaining popularity among collectors, and there are plenty of bargains if you know where to look. |
The Motley Fool
August 3, 2005
Robert Brokamp |
Where NOT to Stash Short-Term Cash There are good things to do with your short-term money (funds you will need within a few years, for example), and less good things to do with it. Here's a rundown of some of your options. |
The Motley Fool
May 17, 2005
Rich Duprey |
Greg Manning Bids for Higher Profits The stamp and coin auctioneer missed its targets, but it is still an attractive investment at current prices. |
The Motley Fool
August 3, 2006
Nathan Parmelee |
No Recovery Needed at Portfolio Recovery The business remains strong and well-managed, which is good for investors with a long-term view. |
BusinessWeek
April 26, 2004
Gene Marcial |
Higher Bids At Greg Manning Auctions Greg Manning auctions deals in rare coins, stamps, and other collectibles, but its stock is also a rarity. It rocketed from 2.10 last June to 16.19 on Apr. 14. |
BusinessWeek
July 11, 2005
Thane Peterson |
The Old West: It's A Gold Rush With the Lewis & Clark bicentennial in full swing, Western Americana -- particularly oils, bronzes, and other art works -- is drawing more collectors and higher prices. |
D-Lib
September 2000
Andy Powell, Michael Heaney & Lorcan Dempsey |
RSLP Collection Description A description of an effort to develop a way to describe collections in a consistent and machine readable way that is applicable to physical and digital collections of all kinds, including library, art and museum materials. |
On Wall Street
March 1, 2010
Frances A. McMorris |
Comparing Payouts And Recognizing Branch Managers Among those challenges facing branch managers looking to recruit the best and brightest advisors are the changes that brokerage firms made to their payout grids. |
BusinessWeek
October 2, 2006
Thane Peterson |
The Emblems Of War Two new World War II films could fire up the market for memorabilia, from souvenirs to Sherman tanks. |
D-Lib
October 2001
Ian H. Witten |
Greenstone: Open-Source Digital Library Software The Greenstone digital library software is an open-source system for the construction and presentation of information collections. It builds collections with effective full-text searching and metadata-based browsing facilities that are attractive and easy to use... |
