Global Perspective Blog

Posted: Oct 27, 2015
One nice feature of the increasingly popular charitable vehicle called the donor-advised fund (DAF) is the ease with which it can be established and managed. An equally important attraction is the ability to accelerate charitable deductions into...
Posted: Oct 19, 2015
Over the centuries, the Chinese economy has been through many transitions.  Before the isolationist policies of the 17th century, the country actually enjoyed the position of being the world’s second largest economy. However, the...
Posted: Sep 17, 2015
The past few weeks have marked an extremely volatile time for energy prices.  On August 21st, oil dipped below $40/barrel for the first time since February 2009 as a general risk-off mentality led to selling in addition to the ongoing...
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...

Pages