Charles Monat Associates: August 2005






PREVIOUS POSTS The business of families Use a will or a trust in estate planning? Therapists Tackle Emotional Burden of Being Rich A Defective But Useful Trust Buffett Backs Estate Tax The Role of Advisors in Charitable Planning and De... Lloyd Blankfein and Ken Moelis on Wall Street Risk... Hong Kong’s millionaires stay ahead of those in Si... Norway's oil fund to grow to $600 bln Now flush, Norway turns tables on Sweden ARCHIVES April 2005 July 2005 August 2005 September 2005 October 2005 November 2005 December 2005 January 2006 February 2006 March 2006 April 2006 May 2006 June 2006 July 2006 October 2006 November 2006 August 2007 September 2007 October 2007 November 2007
	Wednesday, August 31, 2005 Research Finds Huge 'Legacy Gaps' in Baby Boomers' and Elders' Views of Inheritance A recent survey found evidence of a huge generational gap on views of inheritance and legacy. Read more... posted by Charles Monat Associates at 9:09 AM \| 0 comments Managing the Maturity of Fixed-Income Investments in Rising Interest-Rate Environments When interest rates are expected to increase, investors must choose between a short-term, fixed-income investment strategy that earns relatively low interest rates but preserves the ability to reinvest at higher rates in the future, and a longer-term strategy that locks in a relatively high current rate but sacrifices the ability to reinvest when interest rates go even higher. Read more... posted by Charles Monat Associates at 9:06 AM \| 0 comments Friday, August 26, 2005 Welcome news for frequent travelers If you have ever been stuck in an aisle seat and found the AV box under the seat in front of you reduced your legroom to zero, you would do well to research the seat configuration of your flight before booking a seat. This website has the most amazing information on a large number of commercial carriers' seat configurations. Truly a welcome resource for frequent travelers. Read more... posted by Charles Monat Associates at 9:46 AM \| 0 comments Thursday, August 25, 2005 Private Client: Family connections Private client has been a growth area for law firms in recent years, but despite the rise in the number of entrepreneurs and self-made millionaires, lawyers in the area are facing increasing competition for work. Read more... posted by Charles Monat Associates at 9:20 AM \| 0 comments Wednesday, August 24, 2005 STEP To Hold Singapore Trusts Conference The Asia Pacific region is fast establishing its financial services offering through its strategic location, stable infrastructure and reliable multinational links. Read more... posted by Charles Monat Associates at 8:54 AM \| 0 comments Monday, August 22, 2005 Inheritance: A trillion-dollar question looms In a survey by the big German insurance and financial services firm Allianz Group, several thousand U.S. boomers and their elders were asked how they think about themselves and the other generation, and what they expect to inherit. Read more... posted by Charles Monat Associates at 8:47 AM \| 0 comments Friday, August 19, 2005 Malaysia: Life Insurance Industry To Grow By 20 Pct This Year KUALA LUMPUR, Aug 18 (Bernama) -- The life insurance industry in the country is expected to grow by 20 percent this year, president of the Malaysian Financial Planning Council (MFPC) Ezamshah Ismail said. Read more... posted by Charles Monat Associates at 8:46 AM \| 0 comments The Coming of the Asian Century: Reflections on China and India One of the primary points Jairam Ramesh emphasizes in his new collection of previously published columns, Making Sense of Chindia: Reflections on China and India (India Research Press) is that the "rise" of these countries, in many ways, should be understood less as a new development and more as a re-emergence. Read more... posted by Charles Monat Associates at 8:44 AM \| 0 comments Linking Strong Moral Principles to Business Success Using original research, the authors show how the best performing companies have leaders who are able to promote moral intelligence throughout their organizations, despite the fact that the business world all too often seems to reward bad behavior, at least in the short run. Read more... posted by Charles Monat Associates at 8:42 AM \| 0 comments Monday, August 15, 2005 Apply risk management to your personal finances Most businessmen and entrepreneurs are thoroughly familiar with the financial status of their respective entities and in general use the principles of risk management to protect their resources, both physical and human. Read more... posted by Charles Monat Associates at 9:35 AM \| 0 comments Friday, August 12, 2005 Attention, Speculators: Here's a Lesson from Hong Kong's Housing Bubble Whenever housing prices soar -- in Shanghai, San Francisco or Santiago -- experts wonder whether the cause is a speculative bubble that could eventually burst, causing widespread distress. Such frenzied swings are not confined to real estate alone, of course, as any investor who lost his shirt during the dot-com mania of the 1990s knows. What causes such bubbles? Read more... posted by Charles Monat Associates at 11:36 AM \| 0 comments Estate Planning - How to Get Started Many couples put off estate planning and preparing a will to avoid dealing with tough emotional and financial issues. But experts say that failing to come up with a plan and the right legal documents simply passes the problems on to the couple's survivors, especially their children. Read more... posted by Charles Monat Associates at 11:15 AM \| 0 comments Friday, August 05, 2005 Succession issues dog Murdoch Investors hope Rupert Murdoch will ease concerns about the future of News Corp when the powerful global media group delivers another massive annual profit next week. Read more... posted by Charles Monat Associates at 8:43 AM \| 0 comments
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