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Leo Grohowski is quoted in by Reuters.com in an article about why a long awaited pullback in U.S. stocks hasn't happened yet.
March 11, 2012
Leo Grohowski appears on CNBC's Squawk Box to discuss why, given market valuations, gains are harder to come by compared to last year.
February 29, 2012
Jere Doyle is quoted in the lead story in the
New York Times special wealth section on entrepreneurs interested in buying back the businesses they've sold.
February 8, 2012
452 KB Last year was another incredible year for the fixed income markets, where all major dollar-denominated fixed income sectors produced positive total returns.
February 3, 2012
Download PDF (84KB) High-income taxpayers will soon be paying more into Medicare as a result of The Patient Protection and Affordable Care Act and the companion Health Care and Education Affordability Reconciliation Act of 2010.
February 1, 2012
John Flahive is quoted in a
Wall Street Journal online article about the recent Pittsburgh municipal bond sale.
January 30, 2012
Leo Grohowski comments on emerging markets, remarking that the 2011 slide of emerging market equities is an enormous opportunity for investors because these markets were penalized more than their underlying fundamentals justified.
January 30, 2012
95 KB The success of a closely-held business often can be measured by the extent to which an exit strategy is effectively planned and executed. Whether the business owner sells, closes, or transfers the business to family, the termination of this relationship is one that must be carefully considered well in advance of the event.
January 27, 2012
Joan Crain talks with
Trusts and Estates magazine on site at the Heckerling Conference about the importance of preparing heirs for the transfer of significant family wealth.
January 23, 2012
Leo Grohowki appears on CNBC's Squawk Box to comment on opportunities in the equity market.
January 18, 2012
96 KB Thoughtful insights on the economy and fourth quarter 2011 performance in the U.S equities, fixed income and international equities markets. January 18, 2012
88 KB Since January 1, 2010, high income earners have been able to participate for the first time in the tax-free asset growth of a Roth IRA by converting from a traditional IRA. A Roth conversion may provide significant tax savings for the right individual under the right circumstances.
January 17, 2012
Download PDF (943KB) The current low interest rate environment affords a number of effective techniques for transferring significant wealth to the next generation with minimal gift tax consequences.
January 6, 2012
397 KB As world economies become increasingly global, the number of families living in and financially tied to multiple countries is growing. The last decade, for example, has brought a dramatic increase in the number of wealthy professionals, corporate executives and entrepreneurs who work and live in urban areas of the United States but are not U.S. natives.
January 3, 2012
346 KB Asset protection is a critical part of a comprehensive wealth and estate plan. As with any element of wealth and estate planning, the time to create an asset protection plan is before it is needed.
January 3, 2012
CIO Leo Grohowski discusses BNY Mellon Wealth Management's bullish stand on dividend stocks overall, but notes it has cut its exposure to utilities and master limited partnerships.
December 19, 2011
143 KB Investment professionals have long recognized the importance of asset allocation to the performance of an overall portfolio. However, identical asset allocations in all entities rarely optimize wealth. Strategic asset location can increase the bottom line dramatically without increasing risk.
December 15, 2011
270 KB Faced with a rapidly changing planning landscape, practitioners and clients need to think about estate planning as a continuing process in which planning vehicles are designed to accommodate entrances and exits and allow for mid-course corrections. December 15, 2011
Leo Grohowski appears on Canada's Business News Network to comment on the globally coordinated efforts of central banks to increase liquidity and additional actions needed to increase investor confidence.
November 30, 2011
While wealth and estate planning professionals will recommend timely, constructive alternatives for their clients, the ongoing market volatility and uncertainty over U.S. tax policy has many investors too overwhelmed or confused to consider making a move at this time. This podcast, hosted by Justin Miller, provides insights to help clients move beyond anxiety and confusion and be able to take advantageous steps—even in the current environment.
Partnering with our clients' advisors helps to ensure our clients receive the most effective and complete wealth management services. In support of this partnership, we frequently share our considerable research and expertise with our clients' advisors. Justin delivered this presentation at the 46th Annual Heckerling Institute of Estate Planning on January 11, 2012 and the topic has been presented numerous times to members of the advisor community. This presentation is not intended to constitute legal, tax, investment or financial advice. The information discussed herein may not be applicable to or appropriate for every investor and should be used only after consultation with professionals who have reviewed your specific situation. November 17, 2011
96 KB Perspective on third quarter 2011 performance in the U.S equities, fixed income and international equities markets. October 18, 2011
73 KB Almost everybody enjoys a good comeback. In sports, it is always exciting to watch an athlete or team whose popularity has faded return to glory. In many ways, the bond market's performance in the first half of 2011 can be viewed as an impressive comeback. July 17, 2011
96 KB Overview of the second quarter 2011 performance in the U.S equities, fixed income and international equities markets. July 17, 2011
Leo Grohowski appeared on CNBC's Squawkbox to talk about the July 7th employment report and its effect on the day's futures market.
July 11, 2011
Leo Grohowski appeared on the Yahoo! Finance Web site in a wide-ranging discussion about the market outlook for the second half of 2011.
July 6, 2011
96 KB Insights on the first quarter 2011 performance in the U.S equities, fixed income and international equities markets. April 16, 2011
1 MB Chief Investment Officer Leo Grohowski provides his insights on many of the risks in today's market, as well as strategies we are implementing to ensure that client portfolios are well positioned for this environment.
April 4, 2011
55 KB A thorough review of all estate and retirement planning documents often reveals critical issues that merit attention during or soon after divorce proceedings.
February 17, 2011
73 KB For much of 2010, the bond market prospered as investors sought safe haven from an often stormy recovery. Suddenly in the fall, all that changed with a dramatic fourth quarter reversal of fortunes for Treasuries, in particular. But why did this occur? And, more importantly, how should investors position their portfolios for what happens next?
January 20, 2011
Joan Crain appears on Dow Jones/Wall Street Journal to discuss year-end charitable gift planning.
December 16, 2010