Morning Memo
 
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Wealth Management Morning Memo

DECEMBER 7, 2021

HIGH NET WORTH

Ten Steps to Protect Sensitive Information This Holiday Season

WealthManagement.com Staff

“Don’t let this be the most wonderful time of the year for identity thieves.”

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PEOPLE

Raymond James Announces Executive Changes

WealthManagement.com Staff

Raymond James President John Carson and Raymond James Ltd. Chairman and CEO Paul Allison are both stepping down come Dec. 31.

FULL ARTICLE

SPONSORED CONTENT

Why TIPS Won't Protect Against Rising Rates

Sponsored by ProShares

TIPS won’t protect against rising rates—rate hedged bonds can.

FULL ARTICLE

RETIREMENT PLANNING

IRS “Strikes Gold” by Targeting IRA Owners Investing in Coins

Andrew M. Nerney and Anna Rothfus Merin

Tax Court holds that conversion of qualified retirement plan assets to precious metals results in a taxable distribution.

FULL ARTICLE

HIGH NET WORTH

Small Group of Insiders Is Reaping Most of the Gains on NFTs, Study Shows

Joanna Ossinger

Investing frequently in a wide array of collections appears to lead to the highest profits, according to a Chainalysis study.

FULL ARTICLE

SPONSORED CONTENT

Retirement Income Channel

Sponsored by Franklin Templeton

Timely insights to help advisors build better retirement income portfolios.

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Podcasts

CELEBRITY ESTATES PODCAST

MacKenzie Scott and the Future of Giving

David H. Lenok

MacKenzie Scott, Jeff Bezos' ex-wife, provides an example of charitable giving through a personal, philosophical and operational standpoint.

Sponsored by Parametric

LISTEN NOW

WEALTHIES CIRCLE PODCAST

Adapting to Change With Fidelity Investments’ Amanda Robinson and Bill Spera

Davis Janowski

Fidelity's Amanda Robinson and Bill Spera discuss the key differences in expectations of Gen X, Y and Z clients compared with baby boomers.

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SPONSORED WEBINAR

Five Ways to Unwind a Concentrated Position

Sponsored by Parametric

In this webinar on Dec. 7th, we'll look at 5 strategies for unwinding concentrated stock positions as well as a sample allocaiton.

REGISTER NOW