Global Perspective Blog

Posted: Oct 05, 2017
Earmarking the family home — or some portion of it — to fund a Charitable Remainder Trust (CRT) can satisfy philanthropic intent, reduce personal taxes, and generate long-term income. For those with certain needs and desires — coupled with the right...
Posted: Sep 13, 2017
While parents without substantial resources tend to discuss family financial matters with children out of necessity, those with means often avoid the topic. However, even for parents who are in a position to cover all of their family’s financial...
Posted: Sep 07, 2017
Since 1982, the Federal Reserve Bank of Kansas City has held an annual economic policy symposium in Jackson Hole, Wyoming. This event, typically in late August, is closely watched by the markets in search of guidance about future changes in interest...
Posted: Sep 01, 2017
Nonqualified Deferred Compensation (NQDC) Plans are a benefit often offered by corporations to high ranking executives, usually Directors and above. They are distinctly different from qualified retirement plans such as pensions or 401(k)s, and since...
Posted: Aug 25, 2017
Financial decisions made during your divorce will have a tremendous impact on your lifelong wellbeing; therefore, you deserve the best professional guidance to ensure those decisions are made in your best interest.  While navigating the divorce...
Posted: Aug 03, 2017
In the 1980’s blockbuster Back to the Future, flying cars are an ubiquitous reality in the then far-away future of 2015.  While that concept seems just as futuristic today as it did a generation ago, the autonomous self-driving car has quickly...
Posted: Aug 02, 2017
Every family is different.  Some are very open, sharing details about nearly everything in a loud boisterous manner; others are more reserved and less comfortable revealing personal information.  No matter what your family dynamic, there...
Posted: Aug 02, 2017
Investors have had a lot to be excited about thus far in 2017.  With stocks reaching new all-time highs and longer-term interest rates trending lower, every asset class, with the exception of commodities, has delivered a positive return.  ...
Posted: Aug 02, 2017
You catch your flight, arrive at your destination, get to the car rental counter — eager to get a vehicle and get on with your vacation — and then, you get asked the dreaded question: “Do you want insurance coverage on your rental vehicle?”  ...
Posted: Aug 02, 2017
Just last month at college campuses across the country, thousands of young men and women threw graduation caps into the air to celebrate achieving a major milestone. They were done! Similarly, sitting in the audience were their proud parents,...

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