Category: Planning

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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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 – March 2014

In this issue:
“529 Plans: Optimal for Many, but Is It Right for You?” by Andrew B. Smith, JD
“Contributing Instead of Selling Property” by Lissa Gangjee, JD, CFP®
“Family Wealth Transition Plan” by Ross. W. Nager, CPA

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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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On Watch – February 2013

In this issue:
“Does a Wealthy Family Need Life Insurance?” by Ross W. Nager, CPA
“Concierge Medicine” by Lissa Gangjee, JD, CFP®
“Family Offices: Advantages & Weaknesses” by D. Fort Flowers, Jr., CFA

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On Watch – February 2012

In this issue:
“Miscalculating Portfolio Liquidity—A Lesson Learned from 2008” by D. Fort Flowers, Jr., CFA
“How to Be a Great Trustee” by Leslie Kiefer Amann, JD
“Understanding Roles and Responsibilities in Family Businesses” by Ross W. Nager, CPA

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On Watch – August 2011

In this issue:
“Are Modern Portfolio Theory and Diversification Dead?” by D. Fort Flowers, Jr., CFA
“Japan Trip Report” by Bruce L. Swanson, PhD
“The How and Why to Be a Great Beneficiary” by Ross W. Nager, CPA

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On Watch – November 2010

In this issue:
“A Father’s (Now Son’s) Driving Dilemma” by Ross W. Nager, CPA
“How Much Weight Should Investors Give to Alternative Indexing?” by Andrew G. Paine
“Avoiding Pitfalls to Successful Advisor Relationships” by D. Fort Flowers, Jr., CFA

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