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Financial Planning
December 1, 2011
Jim Grote |
The Mitigator Marc Henn divides his clients into three basic groups: four family-office clients with a minimum asset base of $15 million; three clients transitioning to family-office status with an asset base of $7 million to $15 million; and wealth management clients with a $1 million minimum.   |
Financial Advisor
March 2005
Marla Brill |
Investing IRAs In Real Estate It may be a controversial investment option, but more clients are doing it with advisors' help. |
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 Advisor
July 2007
Marla Brill |
IRAs That Are Outside The Box Self-directed IRAs allow clients to decide where they want their IRA money to play. But there is a down-side, too. |
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. |
CFO
October 1, 2006
Lori Calabro |
A Chance to Direct Self-directed IRAs offer a wide range of investments -- and an even wider list of rules. |
Entrepreneur
November 2007
Farnoosh Torabi |
To Thine Own Self Want more investment options? With a self-directed IRA, you decide where your money goes. |
Commercial Investment Real Estate
Jan/Feb 2007
Daniel Cordoba |
Considering Commercial Property Investments with an IRA Having a specialized knowledge of commercial real estate inventory possibilities and ideas for creatively funding investment projects can set you apart as a broker, financial planner, or lender. |
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. |
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. |
Investment Advisor
March 2006
Melanie Waddell |
Retirement Plan Advisor: Retirement.alt Thinking of putting alternatives in clients' IRAs? You've got plenty of help, and company. |
BusinessWeek
November 18, 2010
Wan & Leung |
China Can't Slake Its Thirst for Costly Wine China's wealth has made Hong Kong a mecca for buyers of costly wines. |
The Motley Fool
February 16, 2010
Dan Caplinger |
This Huge Opportunity Ends Soon Don't wait or you'll miss out. All it takes is $5,000 to fully fund your IRA -- and by doing so, you'll get yourself further down the path toward a prosperous retirement. |
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. |
Financial Planning
May 1, 2006
Ed Slott |
Prohibition Laws Before you let your clients buy exotic investments for their IRAs, make sure they know what transactions could put their retirement accounts at risk. |
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. |
The Motley Fool
May 4, 2007
John Rosevear |
Waiter, There's a Hedge Fund in My IRA! Should you hold real estate or hedge funds in your IRA? |
Commercial Investment Real Estate
Jan/Feb 2007
Joan Owens |
IRA Investments Real estate transactions in IRAs are very detailed. However, well-informed investors looking to diversify their IRAs may find that investing in commercial real estate is a viable option. |
BusinessWeek
February 6, 2006
Toddi Gutner |
Blaze Your Own IRA Trail With a self-directed account, your funds can seek out unconventional investments. |
Investment Advisor
December 2005 |
Retirement Plan Advisor: Adding Property to the Mix More investors are investing IRAs in real estate for real diversification. But advisors and their clients need to fully understand the risks. |
Entrepreneur
May 2007
Farnoosh Torabi |
Passion Play Investors looking to expand their portfolios are putting their money where their hobbies are. |
Investment Advisor
November 2007
Kara P. Stapleton |
Conversation Obligation Involving the client in retirement planning helps grow advisors' business. |
Financial Planning
January 1, 2012
Ed Slott |
On Guard Even if a client has a self-directed IRA outside your purview, holding documented discussions of the perils could go a long way to protect you as well as your client. It's a good way to show your IRA expertise. |
The Motley Fool
January 23, 2006
Mathew Emmert |
Redefining the "R" in IRA Think IRAs are just for stocks and bonds? Think again. A small but growing number of companies offer custodial services for truly self-directed IRAs -- ones that allow alternative investments in addition to all the traditional ones. |
The Motley Fool
January 8, 2009
Dan Caplinger |
Why You Need a Self-Directed IRA Get more variety in your retirement accounts. |
The Motley Fool
October 24, 2011
Dan Caplinger |
Watch Out for This IRA Trap Hidden danger lurks within some self-directed IRAs. |
Inc.
August 2007
Dalia Fahmy |
Retirement Riches Fund your company by tapping IRAs. |
Registered Rep.
July 21, 2006
Kristen French |
Advisors Not Filling High-Net-Worth Retirement Needs, Survey Says Although few high-net-worth investors are prepared for the kind of retirement they expect, advisors continue to focus on wealth accumulation at the expense of long-term financial planning. |
Investment Advisor
August 2007
Jaime J. Raskulinecz |
The Tax-Free Investing Opportunity When all is said and done, what makes the Roth IRA such a wonderful wealth accumulation device is not just the tax-free nature of accumulation and distributions. It has the potential to add additional decades of tax-free investing beyond what is offered by an ordinary IRA. |
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. |
The Motley Fool
September 18, 2006
Buz Livingston |
Wine, Wine, Wine Is your wine covered? Insuring wine is an easy process. |
AskMen.com
October 2, 2002
Matthew Simpson |
Top 10: Most Expensive Wines It's true that you don't have to pay a fortune for a bottle of wine, but keep in mind that you usually get what you pay for. Discover the ten most expensive wines available on the market. |
