Morning Memo
Wealth Management Morning Memo

JANUARY 19, 2018

HIGH NET WORTH

Coming in 2018: Three Big Tax Buckets

With mid-term elections looming, expect tight timing for more changes.

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INSIDE ETFS

The Wrong Way to Think About Your Bond Portfolio

Guggenheim’s Bill Costigan on why a passive approach to bond investing is a mistake, and how his firm’s BulletShares ETFs can take the pain out of building bond ladders.

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INSURANCE

Life Insurance Planning After Tax Reform

Direct and indirect changes create new and interesting life insurance planning opportunities.

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The Daily Brief

Generation Wealth Documentary Premieres at Sundance

The documentary Generation Wealth, based on a book by the same name by filmmaker Lauren Greenfield, premiered Thursday at the Sundance Film Festival. It will be released to a wider audience in theaters on July 20 by Amazon Studios. ...

Securities America Advisors Can Text Away
Advisors at Securities America, an independent broker/dealer and a wholly owned subsidiary of Ladenburg Thalmann Financial Services, can now text with their clients. Their advisors will use the CellTrust’s SL2 mobile app, the same company Merrill Lynch just partnered with, to offer text messaging. ...

Virginia SFO Merges With Wealth Manager

Norfolk-based Signature Family Wealth Advisors has brought in single family office Triad LC, which oversees the assets of one of Virginia’s wealthiest men, Ivor Massey Jr. and his extended family, a fortune built largely on the back of the coal company bearing the same name. ...

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