THE WEALTH STRATEGIST
April 29, 2008  Volume 3 | issue 6
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Estate Preservation Strategies

David N. Smith, CFP®, ChFC, CLU

The market’s drop may be a great opportunity to utilize various estate-freeze techniques to shield wealth transfer costs.  The low interest rates and fallen values of investments make this an opportune time to utilize certain estate freeze st...

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Understanding the Style Box

Scott R. Schatzle, CFP®

With all the talk of a well-diversified portfolio and utilization of several types of asset classes to reduce risk and improve returns, how does one distinguish between a small, mid, or large cap company?  Why is it so important to do so, and...

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