October AER 2013

October 2013

Investing

Using a currency hedge on your international investments can limit fluctuations

ETFs

In all professional sports, managers take a disproportionate share of criticism when things don’t work out—and with good reason.

Consider a systematic strategy to monetize volatility

Tax News

Avoid double tax on death

The rules could cause headaches for buyers and sellers

Accounting changes from IASB in the pipeline

A recent court case provides some guidance

Mark Groulx

There are three categories of buyers

Living Benefits

End-of-life planning can set your business-owner clients apart

Alternative Investments

American assets can result in steep taxes if clients aren’t careful

Which is safer: a public investment in real estate or a private one?

Estate Planning

Entrepreneurs are leaving money on the table

Industry News

In all professional sports, managers take a disproportionate share of criticism when things don’t work out—and with good reason.

There are three categories of buyers

Innovative metrics are a must for effective stock selection

CSA targets proxy voting

How automated insurance policies may affect clients

Life

How automated insurance policies may affect clients

Market Insights

Which is safer: a public investment in real estate or a private one?

Has the accumulation of cash hurt investors?