Morning Memo
Wealth Management Morning Memo

JUNE 1, 2018

RETIREMENT PLANNING

A “Stealth” Surcharge for Affluent Retirees

Higher Medicare premium payments are hitting a growing number of affluent retirees, thanks to recent changes enacted by Congress. Here’s how to help your clients deal with them.

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HIGH NET WORTH

Robert Indiana Lawsuit Paints A Troubling Picture

Elder abuse allegations surface battle over the artist's estate.

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REAL ESTATE

ElmTree Funds’ Founder Jim Koman Talks About CRE Assets That Let Investors “Sleep at Night”

In a Q&A with NREI, Koman explains his firm’s specialization in net lease properties, its approach to buying industrial assets and its take on the office and health care sectors.

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NREI ONLINE

The Daily Brief

Crypto Whodunnit To Hit Shelves

Make room on the summer reading list: The Bitcoin Clowns will be available on June 30th from Hong Kong novelist Vann Chow. The novel follows the saga of the talented programmer Jong He, who takes a page out of the SEC's PSA book and creates a "pet cryptocurrency" as a joke. ...

Charles Schwab Opens Austin Campus
Charles Schwab has officially moved into its new 469,000-square-foot, 50-acre campus in Austin, Texas. Located at Gracy Farms, the campus includes two five-story office buildings, an amenities center and a parking garage. It is the home to about 1,900 employees, across all 15 lines of Schwab's business, including the new digital accelerator program. ...

MassChallenge Wants To Accelerate FinTech
Massachusetts continues its push to lead the fintech scene with the announcement of a new vertical accelerator, MassChallenge FinTech. The program will match later-stage startups with industry leaders ...

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