Global Perspective Blog

Posted: Sep 15, 2015
Summer’s quickly come to a close, the kids are back at school, football is on television and Halloween costumes are in the stores. I’ve barely put away our beach bag and the holidays are a few short months away. And with that comes...
Posted: Sep 09, 2015
I can now fully understand from firsthand experience what it means to want the very best for your child.  As the mother of a 2½ year-old, I am fortunate in that it is still relatively easy to meet all of my daughter’s needs and...
Posted: Sep 03, 2015
Fears of a “great rotation” out of fixed income have gripped investors for the past few years as the Federal Reserve moves closer to raising interest rates for the first time in nearly a decade. For anyone who has studied the fixed...
Posted: Aug 27, 2015
When a young family adds a new member, the first few months are laden with a host of complications and new adjustments. But when the dust settles (and the baby is sleeping through the night), there are a few key areas you can address to provide...
Posted: Aug 24, 2015
Many of the decision points during the divorce process require an equal blend of emotional, legal and financial consideration.  One decision in particular often has a strong emotional overlay and a huge impact on life following divorce:...
Posted: Aug 17, 2015
As a high net worth individual with a robust balance sheet, you may find yourself the intended recipient of an inheritance and for the purposes of generosity and tax efficiency,  would rather pass on to other family members.  This may be...
Posted: Aug 13, 2015
Trusts are commonly-employed structures for wealthy families. To manage estate taxes as part of an overall estate planning strategy, it is common to transfer ownership of a home from an individual to a trust. However, this well-intended strategy...
Posted: Jul 28, 2015
Eight centuries ago, in a muddy field near the royal fortress of Windsor Castle, the unpopular King John was forced to strike one of history’s most important bargains.  A group of rebellious barons, resentful of his heavy-handed rule...
Posted: Jul 28, 2015
Home ownership has long been appealing to families, not only because it fulfills a “dream” but also because home ownership has favored status in the tax code. As with many personal financial matters, purchasing a home cannot be reduced...
Posted: Jul 28, 2015
“What good is the warmth of summer, without the cold of winter to give it sweetness?” – John Steinbeck   Living in the Bay Area we can easily forget just how harsh winter can be.  However, when economic trends began...

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