Category: Investments

On Watch – May 2018

The latest edition of On Watch is now available for download. This issue features articles about navigating recent tax reform, the impact of rising interest rates, and wealth planning as a team sport.

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POSTED IN: Estate Planning, Investments, On Watch, Planning

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On Watch – September 2017

In this issue:
“A Hedge Fund Primer” by M. Taylor Scott, CFA
“Becoming a non-family director of a family business” by D. Fort Flowers, Jr., CFA
“Putting Legacy 401k Accounts to Good Use” by Andrew B. Smith, JD

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POSTED IN: Investments, On Watch, Planning

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On Watch – April 2016

In this issue:
“Total Return vs. Income-Oriented Return” by M. Taylor Scott, CFA
“Identity Theft Prevention & Mitigation” by Andrew B. Smith, JD
“Timing Can Be Everything” by David Zahn, CPA, CFP®

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POSTED IN: Administration, Investments, On Watch, Planning

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On Watch – September 2015

In this issue:
“Ten Due Diligence Questions for Private Equity Investors” by Dennis Montz, CFA, CAIA
“Choosing Your Retirement State” by Anne-Lise Wiegand, CPA, and David Zahn, CPA, CFP®
“Nurturing Family Togetherness” by Katherine J. Slater, JD

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POSTED IN: Governance, Investments, On Watch, Planning

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On Watch – September 2014

In this issue:
“Best Habits of Private Investors” by D. Fort Flowers, Jr., CFA
“Estate Planning for Digital Assets” by Andrew B. Smith, JD
“Bringing Your Children into Your Business” by Ross W. Nager, CPA

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POSTED IN: Estate Planning, Governance, Investments, On Watch

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On Watch – December 2013

In this issue:
“Ladies and Gentlemen…Bets Please” by Bruce L. Swanson, PhD
“Functional Investment Committees” by D. Fort Flowers, Jr., CFA

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POSTED IN: Governance, Investments, On Watch

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On Watch – August 2013

In this issue:
“Family Retreat Governance” by Ross W. Nager, CPA
“PE: 101—A Primer on Private Equity” by Dennis A. Montz, CFA, CAIA
“Considering Life After the Sale” by Lissa Gangjee, JD, CFP®

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POSTED IN: Governance, Investments, On Watch, Planning

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On Watch – May 2013

In this issue:
“Should You Lend to Friends and Relatives?” by Ross W. Nager, CPA
“Making a Senior’s Home Safe” by Lissa Gangjee, JD, CFP®
“How Fear Can Increase Investment Risk” by D. Fort Flowers, Jr., CFA

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POSTED IN: Administration, Governance, Investments, On Watch

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On Watch – November 2012

In this issue:
“Private Flight Options” by William R. Berger, CFA, CPA, and Lissa Gangjee, JD, CFP®
“Engaging the Next Generation in Your Family Foundation” by Lissa Gangjee, JD, CFP®
“International Micro-Cap Value Stocks: Tiny Niche or Something More?” by Bruce L. Swanson, PhD

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POSTED IN: Administration, Investments, On Watch, Philanthropy

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On Watch – May 2012

In this issue:
“Nowhere to Hide in a World Without Safe Havens” by Bruce L. Swanson, PhD
“Minimizing Foreign Travel Nightmares” by Lissa Gangjee, JD, CFP® and Ross W. Nager, CPA

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POSTED IN: Administration, Investments, On Watch

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