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| Thought Leadership |
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Read the latest articles and white papers authored by our seasoned team of professionals, as well as multimedia on topics important to your wealth and legacy needs.
Articles
| Top Tax Saving Techniques for Year-End Planning |
| 11/29/2011 |
| November 2011 Why wait for tomorrow when we have today? As Ben Franklin said, “Never leave that till tomorrow which you can do today.” Time is one of the most important tax and financial planning tools in today’s uncertain environment. ... Download PDF >> |
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| Not Your Grandma's Bond Portfolio |
| 10/31/2011 |
| A dynamic approach to managing fixed-income assets may boost returns and manage interest-rate and inflation risks. By Michelle Knight ... Download PDF >> |
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A Fresh Perspective on Asset Allocation:
Aligning Your Investments with Your Goals |
| 7/6/2011 |
| Ashvin Chhabra, creator of the innovative Goals-Based Wealth Allocation framework, explores new thinking in wealth and risk allocation for families and its importance in today’s challenging market environment ... Download PDF >> |
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Monthly Perspective
| November Perspective |
| 12/14/2011 |
| This summer, with an escalation of the European sovereign debt crisis, high oil prices, a U.S. sovereign debt downgrade, and tremendous market turmoil... ... Download PDF >> |
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| October Perspective |
| 11/15/2011 |
| The fever pitch of the European debt crisis had moderated slightly by October month-end, as signs of convergence were beginning to emerge... ... Download PDF >> |
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| September Perspective |
| 10/18/2011 |
| September U.S. economic data releases did little to reverse the declining trend that has been in place since February, as consumer spending, business activity, and the housing markets all continued to plod along like zombies... ... Download PDF >> |
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Quarterly Commentary
| Fourth Quarter 2011 |
| 12/29/2011 |
| While volatility and uncertainty continue to be the theme for economic and investment news, we are focused on the positive actions we can take to improve our individual, family, and community's well-being... ... Download PDF >> |
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| Third Quarter 2011 |
| 8/17/2011 |
| Fiscal Policy may be the focus at the White House this summer, but we’d like to encourage you to have a different conversation at your house. Read on for current thinking on the similarities between managing health and wealth resources, fitting vacation homes into your family’s wealth management plan, and how travelers can prepare for unexpected medical emergencies. ... Download PDF >> |
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| Second Quarter 2011 |
| 4/28/2011 |
| Developments in Japan and the Middle East have elevated the risks to global growth expectations, particularly given their follow-on effect of surging energy prices. ... Read More >> |
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FORWARD THINKING |
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| “Shaping our clients’ financial future demands that Silver Bridge’s wealth and investment professionals bring relevant thought leadership to our clients so they may stay at the forefront of issues they face today.” |
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| Dr. Cynthia Adams Harrison |
Managing Director
The Family and Privately Owned Business Center
Silver Bridge |
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