Our Latest Thinking

Our Latest Thinking

2010: The Pivotal Year — December 2009 pdf

2010: 
The Pivotal Year  — December 2009We live in a world of constant and accelerating change and advancement. Short- and long-term economic trends are converging in an unusual and powerful way to create uniquely promising opportunities which we believe will take firmer hold in The Pivotal Year of 2010.

Think Forward, Act Now — Fall 2009 pdf

Think Forward Act Now — Fall 2009With the economy and financial markets in the midst of major changes, now is a critical time for investors to revisit investment approaches and wealth management plans. Put simply, a new world demands new ways of managing wealth, and U.S. Trust's approach combines the innovative with the time-tested to build more resilient, effective portfolios.

Webcast Video Replay Webcast Video Replay

Why Not to Worry about Inflation and the Dollar's Decline Why Not to Worry about Inflation and the Dollar's Decline

A "No Regrets" Investment Strategy for the Market Recovery A

What Really Fuels Oil Prices — and What Belongs in an Energy Portfolio What Really Fuels Oil Prices and What Belongs in an Energy Portfolio

Managing your Family's Wealth Across Generations Managing your Family's Wealth Across Generations

Fine Art Lending at U.S. Trust – December 2009 Webcast Video Replay

Fine Art Lending at U.S. Trust – December 2009In these videos, U.S. Trust private wealth advisor Evan Reed and custom credit executive John Arena discuss the use of fine art as part of a diversified investment portfolio, sharing their perspectives on art as part of a wealth management strategy as well as a passion.

Rise of the Strategic Donor — Fall 2009 pdf

Rise of the Strategic Donor — Fall 2009Today's philanthropists are giving differently than they have in the past. Their causes are many, and so are their personal motivations, but they are increasingly looking to be more strategic, focused, intentional and results-oriented in their giving. And they have a large number of charitable giving vehicles to choose from — direct gifts, donor-advised funds, supporting organizations, charitable remainder and charitable lead trusts, charitable gift annuities and giving circles, among others. Two of the more popular approaches are the private foundation and the donor-advised fund.


Additional Insights

Capital Acumen Our client magazine contains timely articles on the issues and challenges that impact wealth management. To view sample articles, click on links below

Gifts with (Government) Strings Attached? — Spring 2009 pdf

Breaking the Loop — Spring 2009 pdf

On the Lookout for Recovery — Spring 2009 pdf

The Great Colossal Shift — Winter 2009 pdf

Blue PapersU.S. Trust Blue Papers are published several times a year. Each issue explores a specific topic in depth.

Not Your Grandfather's Trust — September 2009 pdf

Managing Your Investments: Think Forward — July 2009 pdf

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