Morning Memo
Wealth Management Morning Memo

OCTOBER 30, 2017

PHILANTHROPY

Philanthropists Without Borders

Clients want to support charities overseas, but doing so is governed by a complex set of U.S. government rules and regulations.

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EQUITIES

Tax Reform Framework and its Implications for Investors

The bottom line? Tax rates are still going to be at levels that create a meaningful drag on investment returns.

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INFORMA INTELLIGENCE

Who Will Buy Retirees’ Homes?

The bulk of most homeowners' net worth are their houses. How to get it out?

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The Daily Brief

What Happened to MLPs?

Kudos to Simon Lack at SL Advisors for admitting the recent "violent" sell-off in energy infrastructure stocks has him stumped.  ...

Autumn Campbell Named 2018 President-Elect of FPA NexGen
Autumn Campbell, a financial planner and former teacher, was elected the 2018 President-elect of FPA NexGen, a division of the Financial Planning Association dedicated to planners under the age of 36. ...

Paul Newman's Watch Sells for Auction Record
Paul Newman's Rolex Daytona watch fetched $17.8 million at auction last week, a record for a wristwatch at auction. The watch, which was given to Newman by his wife, Joanne Woodward, has an engraved message on the back that reads: "Drive Carefully Me." ...

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