Weiser Capital Management

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  Health Care Is the New Wealth Care

  By Ellen Uzelac  |  December 26, 2011

  WITH THE OLDEST BABY BOOMERS turning 66 this year, many are worried sick about the rising cost of health care. And no wonder. Health care expenses in retirement can run hundreds of thousands of dollars — not exactly pocket change.

• AN ATTITUDE ADJUSTMENT FOR FLPs & FLLCs

  By Elaine Robertson Demby  |  October 1, 2008

  Until recently, David Weinstock, a principal with Weiser Capital Management in New York, was reluctant to recommend family limited partnerships (FLPs) to clients if the...

• Retirement Revised

  By Elaine Robertson Demby  |  May 1, 2008

  Remember when all retiring clients wanted was security, and all you had to do was convert the majority of investable assets into bonds? The assumption...

• Getting Active

  By Elaine Robertson Demby  |  January 1, 2008

  Early in 2007, HSBC took a $6.3 billion charge because of exposure in the sub-prime mortgage market. Shortly thereafter Knight Vinke Asset Management announced it...

• MPT Revisited

  By Elaine Robertson Demby  |  September 1, 2007

  Is modern portfolio theory relevant to the new dynamics of retirement? Detractors and proponents are arguing the soundness of slavishly adhering to MPT once a...