Strong Portfolios For An Uncertain Future

, By Kirk Loury, president and chief investment officer, Spencer Trask Asset Management, New York, and

By Kirk Loury, president and chief investment officer, Spencer Trask Asset Management, New York, and

In today's accelerated world, true long-term planning seems almost old-fashioned. Unfortunately, emphasis on the immediate creates the potential for shortsightedness when choosing an investment strategy. But savvy advisors can compensate for this lack of patience.

Although no one can predict the future, it's critical that advisors construct a portfolio capable of meeting more demands than are readily identifiable in the present. Making sure that there is a consistent increase in portfolio funds over time will provide the necessary cushion to withstand changes in investment needs as they evolve.

Sign in to
view the full article

Not a subscriber?

Subscribe & Save
Get immediate access to Trust & Estates online
Subscriber Benefits
Learn more about Trust & Estates magazine, online article access and our free enewsletters.

New on the Web

Conrad Teitell's Guide to Tax Benefits For Charitable Gifts (Updated August 2010)

America's Top 100 Independent B/D Advisors

Seminar: Estate Planning for NYC Residential Building Owners - Register Now by clicking here
Program Co-Sponsored by Trusts & Estates Magazine, the Rent Stabilization Association (RSA), and New York County Lawyers Association (NYCLA) Trusts & Estates Section

Panelists will include attorneys specializing in real estate and estate planning.
Moderators: Robin A. Bernstein, Esq., RSA Deputy Counsel; Susan Lipp, Esq., Editor-in-Chief, Trusts & Estates Magazine; Sylvia E. DiPietro, Esq., Chair, NYCLA Estates Trusts & Estates Section

Wealth Watch E-Letter Subscribe

Fate of Famed Art Collection Unresolved

By David Thayne Leibell, partner in the Stamford, Conn. and New York City offices of Wiggin and Dana LLP

Tennessee Chancery Court temporarily blocks the sale by financially strapped college of a 50 percent interest to a Walmart heiress’ new museum...

The Shifting Sands of the Tax Burden

By John T. Brooks, partner, and Samantha E. Weissbluth, senior counsel, Foley & Lardner LLP, Chicago

A U.S. Court of Appeals ruling underscores the importance of paying attention to the tax implications of selling or transferring property before a testator’s death...

View Past Wealth Watch E-letters...