Wealth Management

By: Rsm Mcgladrey  09-12-2011
Keywords: wealth management

Objective Perspectives, Sophisticated Tools, A Disciplined Approach

Managing your wealth means balancing a wide array of concerns – protecting and growing your wealth, managing risk, planning for the eventual transfer of your estate or the succession of your business. That requires advisors that not only understand each of these issues, but also how they interact in order to develop a comprehensive set of solutions. Not cookie-cutter solutions, but those driven by probing questions and a deep understanding of your unique circumstances, your family, your goals.

The decisions and direction for your wealth plan will be managed with your best interests in mind. As we do not offer proprietary products, we are able to provide objective advice and sound investment strategies. That’s the power of being understood. That’s the power of McGladrey.

On August 5, 2011, Standard and Poor’s took the unprecedented action of downgrading U.S. Treasury long-term debt one notch from ‘AAA’ to ‘AA+’. Wealth Management has written a short piece describing the action taken by S&P and possible implications that stem from this action.

The Federal Reserve has used interest-rate cuts in an effort to fuel economic growth, but today’s low interest rates are a two-sided coin.

One of the main drivers behind investors holding fixed income securities is for diversification.

Japan is the world’s 3rd largest economy and therefore has a substantial place in non-US benchmarks.

The Fed announced its second round of quantitative easing, affectionately known as “QE2” by purchasing another $600B in long term Treasuries over the next eight months.

Our approach is to “pack” your portfolio with investments that can make sense in many different scenarios.

Investors often make the mistake that their capital allocation, or percentages invested in each asset class, is similar to their risk allocation, or risk budget. This is simply not the case.

The information in this article was current at 06 Dec 2011

Keywords: wealth management

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