Wealth Management Daily Memo

NOVEMBER 12, 2018

HIGH NET WORTH

Marvel's Stan Lee Dead at 95. Is it Clobberin' Time?

David H. Lenok

Given the elder abuse allegations swirling at the end of his life, a comic-book brawl may be in the cards.

HIGH NET WORTH

Qualified Opportunity Zone Update

Ruth Mattson

Recommend gifting and selling appreciated assets in 2018.

SPONSORED CONTENT

Modifying Investor Behavior: How Advisors Can Protect Clients from Their Worst Instincts

Sponsored by American Portfolios

Get three key strategies to help keep clients from harming their own financial futures.

DOWNLOAD WHITE PAPER

ETFS

The Top MLP ETFs

Aniket Ullal, First Bridge Data

The top MLP ETFs ranked by one-year returns.

SPONSORED CONTENT

Diversifying Your Emerging-Markets Allocation

Sponsored by Aberdeen Standard Investments

Investors should consider opportunities EM offers to better diversify their portfolios.

DOWNLOAD WHITE PAPER