August 2017 Archives

North Korea Making You Tense? How About Hurricane Harvey? Your Portfolio Will Survive

Historical records demonstrate that the effect geopolitical events have on the investing landscape and the [...]

Funding Education? Consider A Trust Instead of A 529 Plan

Trusts offer those with potential estate tax issues, a more advantageous approach for funding future [...]

How to Prepare Clients’ Children for Inheritance

WSJ Adviser Voices is an occasional feature of edited excerpts in which wealth managers address [...]

Michael Hans on Asset TV Discussing International Markets

Clarfeld CIO Michael Hans recently appeared on a Masterclass roundtable panel for Asset TV discussing [...]

The Endowment Effect: Why Executives Love Their Company’s Stock

The Journal of Financial Planning: The Endowment Effect: Why Executives Love Their Company’s StockIn the [...]

7 Ways Advisers Fixed Clients' Biggest Financial Dilemmas

Jose Reynoso used a New York state decanting statute to transfer the trust assets into [...]

Don't Let Your Kids Squander Your Wealth - Start Talking To Them

Although generational discussions around family wealth and future inheritances remain taboo, lack of financial discussions [...]

Michael Hans Named to America’s Top Millennial Advisors List

Congratulations to Clarfeld Financial Advisors’ Managing Director and Chief Investment Officer Michael Hans, who has [...]

Lump Sum Divorce Settlements: A Trap for the Unwary

Couples in the throes of divorce settlement negotiations must address both the concrete and the [...]

The Endowment Effect: Why Executives Love Their Company’s Stock

We often become so obsessed with the portrayal of personal investing as a product or [...]