Published in the June/July 2012 issue of Worth, Worth.com and the Worth App
New York, NY (July 10, 2012) – Wealth, insurance and legal advisors offer timely advice to high net
worth investors in the Worth® Leading Wealth Advisors™ special section published in the June/July
2012 issue of Worth. Advisors from 60 of the nation’s top firms (with combined assets under
management of $280 billion) offer expertise on a wide variety of relevant topics, from investment
strategies to succession planning. Featured topics and essays (in alphabetical order by advisor’s first
name) from the June/July issue include:
INVESTING & THE ECONOMY
What are my options for diversifying/hedging a concentrated stock position?
Brian Gracie, ChFC®, CLU®, REBC; Brian Horn, CFP®, ChFC®; Peter Maller, CFP®, MBA;
John McCarthy; Kenneth Rudzinski, CFP®, CRPC®, ChFC®, CLU®, CASL, CAP, Heritage Financial
Consultants LLC, Delaware Valley—Mid Atlantic
How will this year’s presidential election influence the financial markets?
Brian D. Holmes, MS, CFP®, AIF®, CMFC, Signature Estate & Investment Advisors LLC, Los
Angeles—Orange County, CA
What is a good strategy for managing my investments in this era of increased market volatility?
Craig Rawlins, CFA®, CPA, CFP®, Harris myCFO, LLC
How do I know what corporate management is really saying?
David A. Corbin, CFA®, Corbin & Company, Dallas—Fort Worth, TX
What should I be aware of in this investing environment?
Deglin F. Kenealy; Charles D. Osborne; Justin W. McNichols, CFA®; Shannon S. Lemon, CFP®; and
Robert C. Gillooly, CFA®, Osborne Partners Capital Management, San Francisco, CA
Do wealth managers have the innovation you want?
Michael Farrell; Joseph Mukurazita, CFP®, CFA®; Susan West; Debbie Phillips; and Steven
Wattenberg, JD, LLM, MBA, SEI Private Wealth Management, Delaware Valley
What risks should I consider in focusing on a high-dividend-paying strategy?
Grant Rawdin, JD, CFP®; Richard A. Gotterer, CFP®; Cynthia J. Bucher; Scott A. Poulin; Joyce
Indingaro Kory; Harold P. Weinstein; and Lydia P. Sheckels, CLU, ChFC, CFP®, Wescott Financial
Advisory Group LLC, Delaware Valley—South Florida
Can I trust the new products Wall Street has to offer against market volatility?
Gregory S. Horn, Persimmon Capital Management LP, Delaware Valley
What are the pros and cons of investing in commodities?
Henry Smith; Binney H.C. Wietlisbach; John Donaldson, CFA®; Timothy Hoyle, CFA®; and Jeffrey
Bagley, CFA®, The Haverford Trust Company, Delaware Valley
Why have Roth IRAs garnered so much attention recently?
Ira Rapaport, CFP®, CIMA®, AIF®, CPA/PFS, New England Private Wealth Advisors LLC, Boston,
MA
With short-term or real interest rates near zero for the foreseeable future, how big a risk is inflation?
Jack Ablin, CFA®, Harris Private Bank, Chicago, IL
Is increasing the yield on my portfolio making it more risky?
Jason M. Laurie, CFA®, CFP®, Altair Advisers LLC, Chicago, IL
Should I consider Asia bonds, given today’s low interest rates?
Jeffrey H. Thomasson, CFP®; Laura J. Clark, CFA®; and Robert W. Hauswirth, MBA, CFA®, CFP®,
CPA, PFS, Oxford Financial Group, Ltd.TM, Chicago, IL
How do I attain investment yield with mineral rights?
Jeremy Tennenbaum, Spouting Rock Consulting, Delaware Valley
How would investors optimally structure their investments under a second Obama administration?
Jim Hagedorn, CFA®, and Anthony Halpin, CPA, Chicago Partners Investment Group LLC, Chicago, IL
What have we really learned from the 2008 financial crisis?
Jim Pratt-Heaney, CIMA®; Kevin Burns; Bill Loftus; and Bill Lomas, CFP®, CIMA®, CRPC®, LLBH
Private Wealth Management LLC, Fairfield County, CT
How does the new JOBS Act help my company raise capital?
Kevin Leung, LKP Global Law LLP, Los Angeles, CA
How important are ratings to the bond-buying process?
Marc Lowlicht, CFP®, MSFP, and J. Michael Araiz, Further Lane Asset Management, New York, NY
What management strategies will keep my own behavioral risk in check?
Ronald G. Albahary, CFA®; Ed Lazar, CPA/PFS; and Kristen Bauer, CPA/PFS, Threshold Group,
Delaware Valley
How do I make sure I have proper asset allocation in my portfolio?
Steven Baumhoff, UnionBanc Investment Services, a Subsidiary of Union Bank, N.A., San Francisco,
CA
How can I invest using secured high-yield property?
Dr. Walter V. Gerasimowicz, Meditron Asset Management LLC, New York, NY
BUSINESS OWNERSHIP & BEST PRACTICES
What does a family “consigliere” do?
Carl Lloyd Sheeler, PhD, CBA, AVA, Business Valuations Ltd. HQ., Los Angeles, CA—San Diego,
CA
How can an athlete prepare for a successful future?
Michael Glowacki, CFP®, CPA, MBT, The Glowacki Group LLC, Los Angeles, CA
My children aren’t taking over my business. What benefits might an ESOP provide?
Zachary Lazar and Raymond Whitacre, Harris Private Bank and BMO Harris Bank, Chicago, IL
RETIREMENT PLANNING
How much money will I need to protect my standard of living?
Brooks Slaughter, CFP®, MBA, Richard P. Slaughter Associates Inc., Dallas—Austin, TX
Am I too rich for Roth?
Carina Diamond, CFP®, MBA, SS&G Wealth Management LLC, Chicago, IL—Cleveland, OH
Is long-term care planning right for me?
J. Reed Finney, CFP®, CLU®; John Cooney, CPA, CLU®; Andy Schwartz, CFP®; and Scott Schwartz,
CFP®, Bleakley, Schwartz, Cooney & Finney at Northwestern Mutual, New York, NY
Should I add REITs to my retirement portfolio?
Mark S. Germain, CFP®, MBA, Beacon Wealth Management, New York, NY
As I approach retirement, what mistakes should I avoid?
Norman Boone, MBA, CFP®; Susan S. Morse, CFA®, CFP®; Geoffrey Zimmerman, CFP®; Kevin
Gahagan, CIMA®, CFP®; Holly Gillian-Kindel, CLU, CPCC, CFP®; Sabrina Lowell, CFP®; and Ricci
M. Victorio, CSP, Mosaic Financial Partners Inc., San Francisco—Bay Area, CA
TAX, ESTATE PLANNING & PHILANTHROPY
How do you achieve an integrated approach to estate planning and wealth management?
James R. Cody, Harris myCFO, LLC, Palo Alto, CA
How can private equity investors leverage these assets to support their philanthropy?
Karla D’Alleva Valas, Fidelity CharitableSM, Boston, MA
What is a 1031 tax-deferred exchange?
Timothy E. Flatley, ChFC®, Sterling Investment Advisors Ltd., Delaware Valley
INSURANCE
Am I required to have workers’ compensation insurance for domestic employees?
Brett Woodward, Christopher Shanks and Julie Lovall, Lane McVicker LLC, Chicago, IL
How can I properly build my property and casualty insurance program with the right broker?
Bruce Gendelman, JD, and Joseph Gendelman, Bruce Gendelman Company, South Florida—New York,
NY
Is it better to have a single insurance agent or multiple agents?
Carl Zelinsky, Jeffrey Elliott, Donna Gerard and Maryann Smith, New England Brokerage Corporation,
Fairfield County—Greenwich, CT
Why is my home insured for more than its market value?
Krista Tankersley, Lane McVicker LLC, Dallas, TX
How can I better prepare my family for a catastrophe?
Laura Sherman, Lowry Baldwin and Elizabeth Krystyn, Baldwin Krystyn Sherman Partners, South
Florida
Will insuring my fine arts open my family up to estate and other tax liabilities?
Lupe Erwin, Wood Gutmann & Bogart Insurance Brokers, Los Angeles, CA
What should I do to prepare for a hurricane?
Michael Carmody, Penne Crews, Katlyn Hathaway, Craig Low and DeAnna Pledger, Lane McVicker
LLC, South Florida—Alpharetta, GA
Should I consider securing kidnap and ransom insurance when traveling abroad?
Ray Celedinas, CIC, Celedinas Insurance Group, South Florida
What are “best practices” for appraising my collection?
Ronald Fiamma, Chartis, New York, NY
What liabilities do I face as a result of my wealth?
Seth Ford Gilman, Ryan Dritz and Gregory Hughes, Poms & Associates, Los Angeles, CA
FAMILY & LIFESTYLE
Why should I take inventory before moving to our new house?
Brian Picariello, CPA/PFS, CFA®, Traust Sollus Wealth Management
What steps should I take to prepare for the care of aging parents?
Carlo A. Panaccione, CFP®, Navigation Group Inc., San Francisco Peninsula—Silicon Valley, CA
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