Blogs

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  When Your HNW Clients Make Music, Be Sure They’re Covered

  By Julie Sherlock  |  May 20, 2013

  If those clients or their children are budding—or wannabe—Paganinis or Claptons, be sure their valuable musical instruments are covered by following these six steps.

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  Matching HNW Clients’ Coverage With Their Risk Profile

  By Kathleen Tierney, Chubb  |  May 14, 2013

  Even, and especially, for the high net worth, make sure those clients’ insurance coverage matches their risk profile. Ask probing questions to determine their real, if often overlooked, risks.

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  The New Investment Tax: Don’t Let Clients Be Snared by the Passive Activity Trap

  By Robert Bloink, Esq., LL.M., William H. Byrnes, JD, LL.M.  |  May 7, 2013

  You and your clients may have mastered the obvious points of the 3.8% tax on investment income, but this complicated set of tax rules affects more than income from traditional investment vehicles.

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  Remind Clients of the Non-Market Returns You Provide: 7 Examples

  By Andrew Rice, Money Management Services  |  May 4, 2013

  Beyond the returns on their portfolios, chances are good that you’ve provided plenty of non-market returns for your clients. You may want to remind them of this value you provide; here are seven examples.

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  What Can Advisors Do in Defense of Freedom and Opposition to Terror?

  By Gil Weinreich, AdvisorOne  |  May 2, 2013

  AdvisorOne's Gil Weinreich speaks with freedom activist Ayaan Hirsi Ali about the fight for Western freedoms and how advisors can play a role, and the author adds his a post-script about his own brush with terror...

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  An Effective but Overlooked Estate Planning Tool: IRAs

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  April 23, 2013

  IRAs and Roth IRAs can be used to pass wealth to children and grandchildren, and to encourage retirement savings, but be sure to follow the rules.

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  Viewing Financial Planning Through the Lens of Risk Management

  By Mike Patton  |  April 22, 2013

  In planning for my clients, I view all I do through the lens of risk management, and I'm not limiting myself to insurance.

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  Guiding Your Art-Loving Clients, Whether It’s a Passion or an Investment

  By Kathleen Tierney, Chubb  |  April 19, 2013

  Art collectors may love their pieces, but often they're as driven to buy by the perceived investing benefits. What’s the advisor’s role in guiding their clients?

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  Ah, Spring! When HNW Clients Renovate Their Homes, With 6 Big Risks

  By Gary Raphael, ACE Private Risk Services  |  April 17, 2013

  An advisor may be asked for help in determining the best way to fund a home renovation, but there are also six discrete renovation risks that should be considered.

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  Helping Clients Plan for (Likely? Inevitably?) Higher Taxes

  By Mike Patton  |  April 8, 2013

  How I use simulations on the future effective tax rate to stress-test client portfolios.