Word From the Editor: September 2019


In the direction of the tip of every 12 months, we conduct a survey of our readers, which features a part on demographics. One of the vital shocking outcomes for me is the response we get to the query asking whether or not the reader is male or feminine. Nearly yearly, the break up is roughly 70% male and 30% feminine. I ponder if that statistic really displays the proportion of girls within the estate-planning area or if there’s another purpose for this end result. Are ladies just too busy to reply to the survey? Regardless of the purpose for this lackluster exhibiting, from what I’ve seen, ladies play vital roles each as advisors and as purchasers.   

As famous within the article “Ladies and Wealth,” p. 37, by Elizabeth Forspan, Rebecca A. Provder, Lara M. Sass and Jonathan I. Shenkman, the continued development of financially profitable ladies presents practitioners with a possibility to handle a novel set of planning circumstances. Their article particulars the recurring themes that come up for these ladies, together with longevity threat, monetary transitions, investor psychology and delegation of monetary selections. If you happen to’re within the New York Metropolis space and wish to be taught extra about this matter, The Shenkman Personal Shopper Group shall be internet hosting a panel dialogue on Sept. 19 in New York Metropolis from eight a.m. to 10:30 a.m. The authors of the above article would be the panelists, and their matter is “Ladies & Wealth: Planning Challenges and Methods for Feminine Purchasers.” I’ll be moderating. To register for this occasion, e-mail me at [email protected]

Our difficulty this month additionally features a Committee Report that focuses on investments. It consists of articles on together with various dangers in portfolios, methods to organize for a decrease return sooner or later and the failure of diversification to guard portfolios in occasions of disaster.  


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