Wealth Planning Quarterly

Last year was a very strong one for U.S. stocks, fueled in large part by the Federal Reserve’s ongoing support, and by improvement in the economic outlook. While developed international stocks also generated strong gains, emerging markets asset classes... Read More

The unusually strong performance of US stocks in 2013 was a welcome surprise for investors who are following a simple buy-and-hold strategy and a source of exasperation for many active portfolio managers and investment professionals.... Read More

Four years before the Facebook IPO, co-founders Mark Zuckerberg and Dustin Moskovitz each set up GRATs. Just before the IPO, those GRATs were estimated by Forbes to transfer a total of at least $185 million gift tax free to their non-charitable beneficiaries.... Read More