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September Headlines
Business Owner Issues
Integrated Planning
Investment Planning
Lifestyle Management
Strategic Philanthropy
Technology Trends
Business Owner Issues
How to Be a Smart Business Seller
An article by the business and tax law firm of Wilson Vukelich focuses on the legal aspects of business exit preparations, minimizing the legal “skeletons” that can erode the overall deal price and increase the cost and time to complete a deal.
Integrated Planning
Untapped Potential of Insurance
Most affluent families own life insurance, but many fail to leverage its full investment capacity, according to Nease, Lagana, Eden & Culley, which assisted Family Office Exchange with a survey of insurance use by family offices.
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Investment Planning
Back to the Future
The chief executive of RAB Capital examines the current investment landscape and finds similarities with the 19th century.
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A New Kind of Hedge Fund
Hedge fund replication strategies promise to deliver the powerful investment characteristics of hedge funds at a much lower cost and with additional liquidity and transparency, say the authors of an article in the Journal of Indexes.
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Deconstructing CDOs
Collateralized debt obligations have been making headlines, both good and bad. A new white paper from Wachovia provides an introduction to CDOs; describes the assets supporting a CDO; offers a guide to choosing a CDO manager; and details how to track CDO performance.
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Transaction-Cost Analysis as Source of Alpha
A new research paper from Barclays Global Investors argues that accurate transaction-cost models allow portfolio managers to make better decisions regarding which securities should or should not be traded, and the optimal size of each trade.
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Technical Currency Strategies Still Viable
Despite the poor performance of technical- or momentum-based currency management strategies during the past three years, technical strategies still have a place within a multi-strategy approach, according to a study conducted by the currency team at Putnam Global Institutional Management.
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Lifestyle Management
A Guide to the Best Cancer Treatment
Thanks to advances in medicine, cancer is not the death sentence it once was. This guide from PinnacleCare is filled with information and resources to help anyone facing cancer navigate the healthcare system to get the best possible treatment outcomes.
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Protecting a Fine Art Collection
Collectors of fine art can do a number of things to protect their investments besides buying valuable articles coverage. HUB International Personal Insurance provides a checklist of preventive and maintenance steps that serious collectors may want to consider.
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Strategic Philanthropy
Million Dollar Man
Meet the hard-nosed capitalist who has just given half of his multimillion-dollar salary to charity. The Sunday Times reports on hedge fund manager Philip Richards and new philanthropy among the super-rich.
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The Business of Giving
In a rare interview with the Financial Times, entrepreneur-turned-philanthropist Eli Broad discusses the responsibilities of vast wealth and how he is using his billions to further the work of a wide array of educational, medical, cultural and environmental causes.
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Engaging Family Members in Philanthropy
Foundations provide unique opportunities for education, life experiences and family bonding that build better citizens as well as stronger families. In this paper from Foundation Source, leading philanthropic advisors share ideas that families can implement with or without the help of an advisor.
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Technology Trends
Authentic or Not?
With financial losses or identity theft just a mouse click away, computer users are wise to exercise caution when visiting sites online. In a new phishing quiz, McAfee tests consumers’ awareness of the deceptive practices of online scammers.
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