Bubbles Through Time The recent real estate and commodity bubbles are just the latest incarnations of an investment phenomena that first occurred centuries ago. Following a prudent investment strategy can help you weather the fallout when a bubble bursts. Full article
Happy New (Tax) Year The start of a new year is the ideal time to engage in tax planning with your financial team. Use these tips to plan your tax strategy for 2009 and beyond. To minimize your tax bill for 2010, you might need to start sooner than you think. Full article
Wealth Transfer Fundamentals Behind every successful wealth transfer, there are three key documents — a will, power of attorney and revocable trust. Thoroughly understanding these documents is the best way to ensure that your wealth transfer plans will be executed properly. Full article
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The Seeds of Recovery After the economic tumult of 2008, many investors likely have been dreaming of a quiet new year, if not a more positive one. Wealth talked to Orie L. Dudley, Jr., Northern Trust’s chief investment officer, about his expectations for the coming year.Full article
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INFORMATION EXCHANGE
Jim Rauh and Doug Regan discuss how Northern Trust’s Family Advisory Services can help families manage their wealth.
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WEALTH MANAGEMENT PERSPECTIVES
Shundrawn Thomas shares his thoughts on Northern Trust’s groundbreaking “Wealth in Black America” survey.
Full article
INSPIRED LIVING: VOLUNTEER VACATIONS
A recent trend in travel blends tourism with volunteerism. Learn about a few organizations that coordinate vacations for tourists on a mission. Full article
NEWS & NOTES
Recent developments and activities at Northern Trust.
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The views, opinions and investment information expressed are those of the individuals noted herein, do not necessarily represent the views of Northern or any other person in the Northern organization and are subject to change based on market or other conditions.The material is provided for informational purposes only and should not be construed as investment, tax or legal advice or a recommendation to buy or sell a security. Northern disclaims any responsibility to update such views. Northern does not guarantee that the information supplied is accurate, complete or timely and does not make any warranties with regard to the results obtained from its use. Northern does not guarantee the suitability or potential value of any particular investment or information source. You should consult your investment, tax, legal and accounting professionals before taking any action.
To ensure compliance with requirements imposed by the Internal Revenue Service, we inform you that any tax information in this magazine is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.
