Global Perspective Blog

Posted: Mar 16, 2017
In the alphabet soup of estate planning jargon, the acronym QPRT is one of the more familiar — if not fully understood — terms and it represents a popular and rather common technique for potentially passing significant wealth amongst generations...
Posted: Feb 17, 2017
Recently a client asked about the short rebate and whether it was to blame for disappointing hedge fund performance.  We thought we would write about it here in case there were others with the same question. What is the short rebate? When a...
Posted: Jan 31, 2017
Forecasting in 2016 was a tough business to be in given the wild year politically, the meaningful jump in interest rates - and rising geopolitical uncertainty broadly.  It is hard to imagine the U.K. decision to leave the European Union or the...
Posted: Jan 30, 2017
In a year characterized by the unexpected, maintaining a disciplined approach to managing your portfolio was our primary objective.  During the unsettled economic environment that existed during the first half of the year, we used market...
Posted: Jan 30, 2017
There has been great controversy lately about regulatory changes impacting the financial industry.  One set of new rules in particular - the Department of Labor’s extension of the fiduciary standard to all those companies and agents providing...
Posted: Jan 30, 2017
There’s a time for buying life insurance and for many people it is when their first child is born.  Along the way, you may have increased your insurance coverage as more children and a larger mortgage became a part of life. If those babies are...
Posted: Jan 30, 2017
We have lost several well-known artists this past year: David Bowie; Alan Rickman; Glenn Fry; Harper Lee; Garry Shandling; Prince; Gene Wilder; George Michael; and most recently Carrie Fisher and her mother Debbie Reynolds.  These names are a...
Posted: Jan 30, 2017
Are you thinking of starting a business but do not have enough capital?  Consider creating a family limited partnership (FLP).  By pooling funds with family members you can open a business not otherwise possible due to lack of money or...
Posted: Dec 21, 2016
From Mount Rushmore National Memorial to the Crazy Horse Memorial to the Corn Palace and Wall Drug, South Dakota offers numerous must-see attractions.  You might ask what a state with a  population of just 858,469 (as of July 1, 2015),...
Posted: Dec 02, 2016
As you reach the final stages of the divorce process, there is no time more critical to ensuring you accurately receive your agreed upon share of the community assets in order to launch your new life.   While the tough negotiating has been...

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