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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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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 mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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... mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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 mark for My Articles similar articles
Investment Advisor
September 2006
Mark Tibergien
Formulas for Success: Bust of Boom? Financial advisors need to adjust their practices as baby boomer clients age. mark for My Articles similar articles
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... mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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." mark for My Articles similar articles
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. mark for My Articles similar articles
CIO
July 1, 2001
Elizabeth Douglas
When Marketing Imitates Art Corporate art collections are more about the message than the medium... mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles