Wealth Advisory Market Perspectives

 

Wealth Advisory Market Perspectives
April 22, 2016 Posted by

Tax treatment of management fee waivers has been a hot topic of conversation at the Treasury for years.  But, the conversation escalated last July when new proposed regulations were issued—treating the fee waiver interest as a taxable event, and significantly increasing the amount of risk required for fee waivers to qualify for the LTCG tax treatment. 

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Economic Outlook; Quarterly Economic Report; Asia; U.S.; Wealth Advisory Market Perspectives
April 07, 2016 Posted by
The first quarter of 2016 exposed a range of emotions from investors as global equity markets sharply declined in the first half only to recapture much of the losses.
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Advisories; U.S.; Wealth Advisory Market Perspectives
January 14, 2016 Posted by
The SVB Financial Planning Playbook provides month by month planning calendar with key planning steps, from honing your investment strategy to optimizing your charitable giving. Annual tax limits are also included.
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Advisories; Economic Outlook; Quarterly Economic Report; Asia; Europe; South America; U.S.; Wealth Advisory Market Perspectives
January 14, 2016 Posted by

SVB’s Wealth Advisory Market Outlook—Winter 2016 offers the SVB Wealth Advisory team’s perspectives on U.S. and global trends that can affect U.S. equity and fixed income performance. It also includes recommendations on portfolio strategies for a changing investing climate in 2016.

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Advisories; U.S.; Wealth Advisory Market Perspectives
December 18, 2015 Posted by
When it comes to year-end tasks, personal financial planning usually takes a back seat to other deadlines. We offer busy entrepreneurs and investors three key pillars for year-end personal financial optimization: Planning, Investment and Maintenance. These steps require effective work with a tax advisor and wealth planner to appropriately tailor solutions to each individual’s personal needs.
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Advisories; Economic Outlook; Quarterly Economic Report; Asia; Europe; U.S.; Wealth Advisory Market Perspectives
November 18, 2015 Posted by
SVB’s Wealth Advisory Market Outlook Q4 2015 offers the SVB Wealth Advisory team’s perspectives on U.S. and foreign fixed income markets and equity markets, and recommendations on portfolio strategies for a changing investing climate in 2015-16.
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Advisories; U.S.; Wealth Advisory Market Perspectives
November 13, 2015 Posted by
The 3rd quarter delivered mixed results from capital markets. Broad domestic and international indices entered negative territory, while emerging market equities and commodities returned -10% or worse. Drawdowns of this magnitude are well within the historical range of short-term outcomes in equity markets. Smart investors will take the market volatility as an opportunity to rebalance their portfolios, confirm cash needs, and ...
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Economic Outlook; Quarterly Economic Report; Asia; Europe; U.S.; Wealth Advisory Market Perspectives
October 28, 2015 Posted by
After posting positive returns in the first two quarters of the year, the S&P 500 declined 6.4% in the third quarter of 2015. This represents the first negative quarter for the index since the fourth quarter of 2012 and the worst quarterly decline in four years. Although concerned about the sharp drop in the China stock market in June, U.S. investors didn’t fully react due to the continued growth and relative strength…
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Advisories; Capital Access; U.S.; Wealth Advisory Market Perspectives
September 28, 2015 Posted by
Entrepreneurs face many business and personal headwinds which can often create needs for greater liquidity. But access to liquidity can be a challenge for entrepreneurs. When an entrepreneur has an opportunity to solve a liquidity need with an exit, loan, or other option, the plan should address key liquidity questions, including…
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Advisories; Economic Outlook; U.S.; Wealth Advisory Market Perspectives
August 26, 2015 Posted by
When presented with the opportunity to invest a lump sum from a windfall event such as an IPO, an acquisition, or venture fund distribution, entrepreneur-investors must choose not only what to invest in, but also when and how to enter the market. This article examines Dollar Cost Averaging, Enhanced Dollar Cost Averaging, and Value Averaging, three strategies that could be utilized as alternatives to the common approach of lump sum investing.
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