Advisor Perspectives
Advisor Perspectives
Insights into the world of high- and ultra-high net worth investing
February 26, 2008- Vol 2, Issue 9
 
 
 
 
 
 
 
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Since World War II, 18 industrialized countries experienced a burst housing bubble and a subsequent decline in equity market valuations.  Two economists, Carmen Reinhart and Kenneth Rogoff, studied these crises, and their analysis reveals we may be headed for a two-plus year recovery.  Susan Weiner reviews their study and speaks with advisors about its implications.

Japan's "lost decade" - a ten year recession following their housing market collapse - represents the worst case scenario from the Reinhart and Rogoff study.  Our research staff compares Japan in the 1990s to the US today to assess the likelihood of the US economy experiencing its own lost decade.

Darrell Aviss has written a new book on investing in Switzerland.  His article looks at Swiss annuities, explaining the advantages they offer, compared to US annuities, for advisors servicing high- and ultra-high net worth clients.

Karla Paxton provides the latest installment in her series on building an independent RIA practice, taking a look at compliance issues facing advisors.  New SEC guidelines and a directory of compliance vendors are provided.



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Will the U.S. Sub-Prime Crisis Be as Bad as History Suggests?

If history is any guide, the US economy will take two or more years to recover from the sub-prime crisis.  Susan Weiner looks at the Reinhart-Rogoff study of 18 housing crises since World War II in industrialized nations, and speaks with advisors about the implications for investment strategy.

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Our Analysis: Is the US headed for a Lost Decade?

Many believe the worst case scenario for the US economy resembles what Japan experienced in the 1990s - a ten year recession, triggered by a burst housing bubble, called the "lost decade."  Our research staff examines this very important question: how likely is it the US will suffer a similar lost decade?

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Debunking the Mystique of Swiss Asset-Protection Strategies

Darrell Aviss' new book, Strategies for Protecting Wealth, looks at the unique advantages offered by Swiss-based investing.  His article, excerpted from his book, discusses the benefits offered by Swiss annuities, including tax advantaged savings and insulation from legal claims.

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Freedom Through Independence: Compliance

Karla Paxton looks at how advisors, particularly when starting a new practice, can deal with the challenges posed by regulatory compliance.  Basic filing requirements are covered, along with a directory of compliance vendors and a discussion of some of the SEC's "hot button" compliance topics.

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Advisor Market Commentaries Now Live

Advisor Market Commentaries is now live.  This is an initial and controlled release, and we look forward to expanding this feature over the next several months.  Read commentaries from prominent advisors, including Harold Evensky, Lew Altfest, Ron Roge, Rick Ferri, Paul Merriman, Ray Ferrara, and others.

View the New Feature
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