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Publications
Charitable Gift Services: ISSUES AND OPPORTUNITIES FOR MID-LIFE INVESTORS
by Mellon [More Info]

While opportunities for charity abound at every stage of life, planned charitable giving is typically viewed as most meaningful for individuals who are retired or approaching retirement and who are se..

Access : For Affiliate
Pages : 3
Category : Wealth Management
Cost : Free
Date Published : 2006-11-27
World Wealth Report 2006
by CapGemini/Merrill Lynch [More Info]

The 2006 World Wealth Report (WWR), which marks our 10th Anniversary. The report, which has generated enormous interest and commentary in the last decade, has come to be what we believe is the defini..

Access : For Affiliate
Pages : 36
Category : Wealth Management
Cost : Free
Date Published : 2006-11-25
Tax-Eff icient Investing for Tax-Deferred and Taxable Accounts
by Terry Sylvester Charron [More Info]

Our study analyzes a simple asset allocation strategy using stocks and bonds, accounts of equal size, and a long time horizon (over twenty years). Investors cannot always put all their stocks in one..

Access : For Affiliate
Pages : 9
Category : Wealth Management
Cost : Free
Date Published : 2006-11-24
Making the Transition From Niche to Mainstream
by Brendan Nelson - KPMG [More Info]

Islamic Banking and Finance: A Snapshot of the Industry and Its Challenges Today..

Access : For Affiliate
Pages : 26
Category : Wealth Management
Cost : Free
Date Published : 2006-11-20
Acquiring, Holding and Transferring Art
by Mellon [More Info]

There are many costs associated with buying art other than its initial cost. Purchasers will no doubt incur expenses associated with transportation, storage,display, and insurance. There can be expens..

Access : For Affiliate
Pages : 7
Category : Wealth Management
Cost : Free
Date Published : 2006-11-18
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