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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 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 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. |
On Wall Street December 1, 2010 Matthew F. Erskine |
Be Mindful Of Your Clients' Tax Wishes This Season Accountants, financial planners, attorneys and investment managers, are busying themselves with the changes (or lack thereof) to the income, estate and gift tax codes beginning January 1, 2011. |
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. |
On Wall Street March 1, 2010 Christopher G. Didier |
Does Passion Have A Place In Wealth Management? While most people start collections for very non-financial reasons, treating them like other assets can maximize their potential returns and help collectors follow their passions for years to come. |
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. |
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 |
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? |
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. 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. |
Financial Planning October 1, 2011 Matthew F. Erskine |
To Collect and Protect The owners thought estate planning wouldn't take much. With unique assets, things aren't always so straightforward. Owners of such assets - such as family businesses, legacy real estate and valuable art, coin and other collections - need to consider specialized risk management. |
HBS Working Knowledge May 6, 2015 Christian Camerota |
A Flood of Picassos Threatens to Water Down the Art Market Though Picasso is no longer producing masterpieces, a noticeable increase in the number of his works available for sale may cause some lasting effects in the art market, says associate professor Mukti Khaire. |
On Wall Street April 1, 2011 Matthew F. Erskine |
Gold Bullion Versus Coins There are risks when a significant part of an estate is in the physical form of gold coins, whether bullion or numismatics. |
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. |
On Wall Street November 1, 2009 Darwell & Landres |
Donating an Art Collection Can Be a Challenge Although charitable donations of artwork may give rise to substantial tax benefits, collectors and advisors should be cognizant that the IRS does not treat all donations equally for tax purposes. |
Financial Advisor May 2012 Thomas M. Kostigen |
Art Is For The Living Leaving art to charity helps avoid big tax payments to the the IRS. |
On Wall Street January 1, 2012 Michelle Lodge |
Five Questions With Bryan Clontz Philanthropy is alive and well, contends Bryan Clontz, who co-founded Charitable Solutions LLC, a planned-giving, risk-management consulting firm. |
AskMen.com Michael Estrin |
How To Invest In Art - Part II Learn where to track down your masterpieces and the associated costs that come with such works. |
Financial Advisor April 2007 Grove & Prince |
Tune In To America's Core Wealthy Small business owners represent that greatest potential for growth and wealth in America. Historically, they have been a lucrative and complex client for financial advisors and will remain so. |
The Motley Fool August 11, 2005 Selena Maranjian |
When Debt Collectors Come Knocking Be an informed consumer -- ideally before bad things such as debt collection agents show up at your door. You have more rights than you may think. Don't be bamboozled. |
BusinessWeek July 8, 2010 Lindsey Pollock |
Lehman's Louvre, on the Auction Block The company is selling its storied contemporary art collection as part of a court-ordered liquidation. Among the pieces for sale are those by Hirst and Murakami. |
Financial Planning January 1, 2009 John J Bowen Jr |
Interesting Times This interesting financial environment offers unparalleled opportunities for advisors to grow their businesses and come out of the current mess stronger than ever. |
AskMen.com Michael Estrin |
How To Invest In Art Here are some tips to keep in mind if you're interested in making art part of your portfolio. |
Registered Rep. November 2, 2015 David H. Lenok |
A Look Inside The Wealthiest Estate Plans in America How does estate asset allocation change as clients climb the wealth ladder? |
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? |
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. |
BusinessWeek November 4, 2010 Lindsay Pollock |
Art + Celebrity = Value Inflation The number of auctions of celebrity-owned art shows the premium of star ownership. Then again, there's Mel Gibson... |
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. |
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 September 26, 2005 Mara Der Hovanesian |
Antiquities To Grow Old With As new controls on illicit trading bite, the interest in ancient art treasures is on the rise - and so are the prices |
Investment Advisor September 2006 Mark Tibergien |
Formulas for Success: Bust of Boom? Financial advisors need to adjust their practices as baby boomer clients age. |
Searcher September 2001 Mary Colette Wallace |
The Science and Art of Online Research in the Fine Arts: A Process Approach The optimum process requires understanding the function of the needed and given information before taking action... |
Financial Planning July 1, 2012 Martin Shenkman |
The Human Factor Estate planning tends to focus on minimizing taxes, especially for high-net-worth individuals, but personal problems may be more pressing for some clients. |
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. |
BusinessWeek February 13, 2006 |
Grant Hill's Artistic Score Basketball star Grant Hill says it's not about investing - his museum-worthy collection of African American pieces connects him to a cultural heritage. |
BusinessWeek February 13, 2006 Thane Peterson |
Black Art is Buried Treasure In an overheated market, works by African American painters are a bargain -- for now. |
Financial Advisor September 2004 Grove & Prince |
How U.S. Small Business Owners Find Their Advisors Referrals and trustworthiness are key elements for financial advisors in gaining this high-end business. |
On Wall Street June 1, 2011 |
The Leaders Speak The most influential leaders in wealth management today expound on evolution, revolution, moving the debate past wirehouse versus independent, and more. |
AskMen.com Nick Kennedy |
Investing In The Art Exchange "If you can quickly list more titles produced by Van Halen than Van Gogh, then you probably don't have the background to be a successful art collector." |
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. |
CIO July 1, 2001 Elizabeth Douglas |
When Marketing Imitates Art Corporate art collections are more about the message than the medium... |
Smithsonian February 2007 Lawrence M. Small |
Out of Africa This month a special collection -- representing most of Africa's major artistic traditions -- goes spectacularly on view at Smithsonian's National Museum of African Art. |
Salon.com October 16, 2002 Katharine Mieszkowski |
Hunting Nazi art online Coming to an Internet portal near you: Art treasures seized by Hitler's minions in World War II. American museums now think that the Web can help in their attempt to uncover the Nazi loot that may still be hanging on their walls. |
Financial Advisor July 2006 Dorothy Hinchcliff |
Climbing A Stairway To Heaven As boomers age and spend their savings, financial advisors will need to adapt their practices. |
Financial Planning October 1, 2009 John J. Bowen Jr. |
Success on Purpose The right practice framework is essential to reaching success in the financial advisory industry, and the most important aspects of this framework fit into seven categories. |
Real Travel Adventures January 2008 Bonnie Neely |
Art in Colorado Springs The inspiring beauty of the Rocky Mountains provides the perfect setting for their annual Art on the Streets project. |
Financial Planning May 1, 2013 Ingrid Case |
New Rules for Real Estate Investing Real estate investing is not for everyone - but for interested clients, a good planner can make all the difference. |
On Wall Street January 1, 2013 Mira Fine |
Tax Tips for Business Owners What advisors can still do to protect business owners assets even though last year is gone. |