Expert Views

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Taming The Alt Juggernaut

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As regulators continue to warn about the alternative investments sector, advisors need to be ever vigilant in the due diligence they perform on the alt products they recommend to clients.

Foundations: How To Avoid 990-PF Pitfalls

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Here are some common reporting errors that can cause private foundations to lose money and tax benefits.

The Case For Mezzanine Debt

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Demand for mezzanine debt from property owners is set to intensify over the next few years due to a confluence of trends, says Bruce Batkin, CEO of Terra Capital Partners.

The New Buzz Word: Prudent

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The Fed is doing the right thing by remaining cautious, as it needs more proof that the economies both here and abroad are really doing better and are in recoveries that are sustainable.

U.S. Businessman Fights Russian Corruption, Murder And Wins

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In 'Red Notice,' Bill Browder recalls how he sought capitalism but found corruption and abuse in Russia.

Strong Dollar: The Cause And Effect

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While the dollar strength is certainly not unexpected, the velocity of the gain has impacted the world's financial markets in various ways.

Leapfrogging To Asia's New Frontier

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Frontier Asian markets such as Vietnam and Bangladesh are playing catch up with Thailand, South Korea and China, but they are catching up fast.

Perception Vs. Reality

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The interrelationships of economies and financial markets around the world could not have been more evident than in this past week, but not all may be what it seems to investors, says Bill Ehrman.

Buffett, Investing, You And Me

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The first reaction to a hike in the Fed funds rate will be negative for the financial markets, but the truth is that it is good news for all in the mid and longer term, says Bill Ehrman.

The New Oil

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Rare earth metals are a sought-after ingredient for many emerging technologies, and a sleeping giant in the investing realm.

Private Property - Keep Out!

by Jim Carolan and Amber Melville-Brown

Defending your privacy, reputation and the circle of domestic peace.

Holiday Hosts Need To Be Wary Of Liability

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Here are five steps wealthy clients can take to reduce their liability risks when hosting holiday events.

Harvard University Deserves Ballmer's Millions

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Former Microsoft CEO Steve Ballmer's gift to Harvard to expand its computer science program has prompted unfair grousing about the money's wastefulness.

Ebola Update: Cautious Optimism

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The founder of a global concierge telemedicine practice assesses the news on the deadly Ebola virus.

Asset Allocation WIth Illiquid Investments

by Bill Spitz

Combining real estate and private equity in a portfolio in the correct proportion should both enhance returns and dampen volatility versus more traditional asset allocations.

Growing A Practice The Multifamily Office Way

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Advisors of all stripes can take lessons from the multifamily office model and use them to increase profitability.

Billionaire Hedge Fund Manager Sues To Form His Own Fund

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A founder of one the world's largest hedge funds is suing his former firm claiming his contract is unenforceable.

Guarding Privacy In A Technology-Driven World

by Claudia B. Sangster

For families of significant wealth, the advent of social media has added a layer of complexity to managing risk.

The Estate Planning Multi-Tool

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The range of uses for family limited liability companies and partnerships has expanded in recent years.

A Bazillionaire's Guide To Stress Relief

by Michael Lewis/Bloomberg News

Anxiety on Wall Street is at an all-time high, but there are many more ways to cope than meditation or suicide.

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