Morning Memo
Wealth Management Morning Memo

JULY 4, 2019

Prince Harry and Meghan Split from Royal Foundation

How does dividing up a charitable organization work?

FULL ARTICLE

Retirement

Five Reasons Some Clients Shouldn't Use Their 401ks

Sometimes there are better places for that portion of their paychecks.

FULL ARTICLE

Industry

MAI’s Latest Acquisition Brings Insurance In-House

The acquisition of John D. Dovich & Associates, a Cincinnati-based RIA with nearly $600 million in client assets, brings MAI Capital Management closer to becoming a national firm.

FULL ARTICLE

High Net Worth

IRS Clarifies Foreign Partner Withholding Rules

The newly issued proposed regs supercede all interim guidance.

FULL ARTICLE

The Daily Brief

Editor's Note

The Daily Brief is taking off Thursday to celebrate the Fourth of July. It will return on Friday, July 5, 2019. Thanks for reading, and Happy Independence Day from the WealthManagement.com team.

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