Wealth Manager Web July 2009

Cover Story

• Sweet Spot in the Middle

  By J. Gibson Watson III, CIMA, Envestnet

  Somewhere between a sagging economy and a skittish stock market, investors at this hour are, well, a bit stuck...trapped in the ultimate risk/reward dilemma: Do...

• A High-Class Problem

  By Ben Warwick, Quantitative Equity Strategies

  Layoffs, mounting debt and housing prices in a freefall are but three items on a long list of economic troubles the U.S. is facing. Unfortunately,...

• Watch Your Step-Up

  By Julian Block

  Over the past few months, we've pondered the fate of the tax package authorized by President Bush and a bi-partisan Congress in 2001. The big...

• Drivers' Ed

  By Andrew McElwee

  Exotic cars--sometimes called "super" cars--are rare and magnificent. They outperform ordinary cars in terms of styling, precision, power and price. While their rarity makes exotics...

• Heading for the Exit

  By Gavin Morrissey, JD, LLM, Commonwealth Financial, Gavin Morrissey, JD, LLM, Commonwealth Financial

  The much sought-after clients who make up the high-net-worth segment have attained that status in a variety of ways. Corporate executives, fortunate heirs and entrepreneurs...

• Microfinance: Guaranteed

  By Michael S. Fischer

  Super-affluent philanthropists are able to put their assets to work in ways that those with more modest wealth perhaps cannot even envisage. Earlier this year, Schwab...