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An investor's guide to sidestepping pitfalls, identifying growth and capitalizing on the next big things.
We Want You: On Joining the Board
If a nonprofit organization invites you to join its board, be sure to do your homework before saying yes. That means asking plenty of questions — like these.
A survey reveals distinct differences among three age groups of wealthy Americans.
Building a Family Legacy Through Philanthropy
Family members who learn to give together can create shared values that bind them to one another for generations.
Three views of an important investment category that’s poised to benefit from an economic recovery.
The most effective mortgage solutions require more than low rates and bargain house prices.
There are renewed calls — and fresh reasons — for America to produce all of its fuel. Here’s how U.S. Trust’s energy professionals think it could happen.
Workforce Development & Education
Meaningful opportunities for education and employment are integral to the long-term stability and well-being of our communities.
Access your portfolio through our new iPad app (and a revamped online site).
More, and younger, U.S. Trust clients are seeking the substantial benefits that trusts can provide for their children, spouses and other loved ones.
Ten Gift Tax Questions for the 11th Hour
With very little time left before the new year (and a likely farewell to certain long-standing tax breaks), here are some important gift tax issues to consider.
Made in America: The Next Industrial Revolution
China and other nations are shifting production to the United States — and turning long-held assumptions on their heads.
Risk Management: We Need to Talk
Open and ongoing communication between you and your portfolio manager is the key to a healthy investment management relationship.
Once counted out by commentators, the United States has regained its global economic dominance — and for the most basic of reasons.
A comprehensive, values-based approach to meeting the wealth management needs of our clients and their families
The best way to tap into the rise of the emerging markets may well be through select U.S.-based corporations with global reach.
As population growth forces other countries to import food, U.S. farmland is still
a go-to resource — and still a worthwhile investment to consider.
The Global Ambassadors Program
Developing women leaders worldwide to strengthen communities and improve economic growth.
Special Arts Section: The Real Value of Art
Your collection may not be an investment in the usual sense, but it is an asset that can play an aesthetic as well as a significant financial role in your life, now and far into the future.
Succession Planning for Family Philanthropy
How do we engage the next generation in charitable giving?
China Growth Slower But More Sustainable
As China refocuses, its growth rate should be less impressive — but more sustainable.
Careful planning can help ensure a smooth — and tax-efficient — transfer of your family residence to the next generation.
Our New Eldercare Planning Program: Help for Aging Relatives
This new U.S. Trust offering provides clients with comprehensive eldercare planning, ranging from organizational and care coordination services to financial and estate planning.
Get Paid to Wait
Can you manage risk and find yield over the short term without sabotaging your goals for the long term?
Tax Update: Transition Time in Washington
A rare show of unity, then little else until after the election.
Our clients continue to play a critical role in the development of key strategic initiatives.
The widening gulf between federal and state estate tax exemptions demands new planning strategies.
Creating and maintaining an investment portfolio designed to meet both short- and long-term goals — no matter the market environment — is an ongoing process.
A Split-Interest Trust Gaining Momentum
Charitable lead trusts have grown in appeal as a way to give to charities now and family members later.
Global Alpha and Domestic Growth
Two recent additions to U.S. Trust’s customized investment strategies provide parallels and contrasts.
Housing is still out of commission, but the U.S. banking system is back on its feet and helping to move the economy forward.
Bank of America’s lending and investing initiatives are not only good business strategy; they also help to promote economic recovery.
2012: The Year the Can Kicks Back
Potential policy fixes may be coming, but financial markets should remain fragile.
Market Responds to ECB Liquidity Fix
Reduced market volatility could lead to lower equity risk premiums and allow for higher stock prices.
The Enduring Appeal of the Real
Direct ownership of real assets offers the potential for valuable income, capital appreciation and portfolio diversification benefits.
A private jet can bring comfort and cost savings to business travel — and now may be a great time to get on board.
