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VOL. 19, ISSUE 15   •   JULY, 2008

Donor-Advised Fund vs. Private Foundation Many individuals with charitable intents have most likely faced the decision of whether to go through the process of setting up a private foundation or instead simply using a donor-advised fund. In this article, consultant Nick Breit breaks down the differences between the two vehicles. READ MORE... Insurance Mistakes Economic Commentary - July 2008 Green Housing IRA? What IRA?

VOL. 19, ISSUE 14   •   JUNE, 2008

Structuring Risk - An Intro to Structured Products Institutional and private investors are constantly looking for unique investments that can be customized to match their specific time horizon, financial objectives and risk tolerance. With both the equity and fixed income markets in constant flux, can structured products be the answer? READ MORE... Family Philanthropy Economic Commentary - June 2008 Gas Saving Tips Do You Have a Financial Account in a Foreign Country?

VOL. 19, ISSUE 13   •   MAY, 2008

Will Your Trust Be Paying More Income Taxes? A recent decision by the US Supreme Court has ruled that trust investment advisory fees are subject to the 2% AGI floor, restricting the ability for an 'above the line' deduction. So what does this really mean for your non-grantor trust? READ MORE... Great GRATs Economic Commentary - May 2008 Teens and Credit Logging On

VOL. 19, ISSUE 12   •   MARCH, 2008

Putting Market Volatility in Perspective Bear market or bull market? Full recession or mild slowdown? It seems everyone has an opinion about the markets and the economy, but who is right? Regardless, history has some strong lessons of it's own. READ MORE... IRS Clarifies Wash Sale Rule Economic Commentary - March 2008 Disciplined Portfolio Advisor Goodbye Home Equity

VOL. 19, ISSUE 11   •   FEBRUARY, 2008

College Savings Plans - What You Must Know These days it takes more than passing grades for your child to get through college. It takes money... and a lot of it! Paying for your child's education may be one of the largest financial challenges you will face. Check out what you need to know about College Savings Plans. READ MORE... Hedge Fund Commentary - February 2008 Economic Commentary - February 2008 Volunteer Vacations Older Americans Working

VOL. 19, ISSUE 10   •   DECEMBER, 2007

Financial Planning Thoughts for the New Year The New Year typically brings changes to a variety of financial planning issues relating to investments, taxes, and estate planning. Now is a great time to address these issues in your financial plan so you can be assured nothing falls through the cracks. What should you be thinking about in '08? READ MORE... The Case For Active Muni Bond Economic Commentary - November 2007 Umbrella Insurance Bigger Share of the Pie

VOL. 19, ISSUE 9   •   OCTOBER, 2007

The Advisor Answers Your Investment Questions! "How can I be up when I am down?" is a common question we hear, especially during tax-loss harvesting season. The answer lies in understanding the differences between accounting gains/losses and performance calculation. Fear not, we can help. READ MORE... Hedge Fund Commentary - February 2008 Economic Commentary - September 2007 Lifecycle Funds - October 2007 53%

VOL. 19, ISSUE 9   •   OCTOBER, 2007

The Advisor Answers Your Investment Questions! "How can I be up when I am down?" is a common question we hear, especially during tax-loss harvesting season. The answer lies in understanding the differences between accounting gains/losses and performance calculation. Fear not, we can help. READ MORE... Hedge Fund Commentary - February 2008 Economic Commentary - September 2007 Lifecycle Funds - October 2007 53%

VOL. 19, ISSUE 8   •   SEPTEMBER, 2007

The Advisor Answers Your Investment Questions! Large concentrations in a single stock can pose serious problems from a risk/return and asset allocation standpoint. What options are available to investors who find themselves in this situation? Nick Breit, a consultant in The Wealth Office, offers one reader a possible solution: the Exchange Fund. READ MORE... Private Placement Life Insurance Economic Commentary - August 2007 Reverse Mortgage 53%

VOL. 19, ISSUE 7   •   AUGUST, 2007

The Advisor Answers Your Investment Questions! ETF or ETN? Adam P. Newell, CFP and Wealth Office consultant answers one reader's question regarding the confusion between these investments and whether or not either is right for your portfolio. READ MORE... State Level Estate Taxes Economic Commentary - July 2007 Identity Theft Retirement Savings Crisis?

VOL. 19, ISSUE 6   •   JULY, 2007

The Advisor Answers Your Investment Questions! Everyone needs a financial plan but not everyone needs a financial planner. Adam P. Newell, CFP and Wealth Office consultant answers one reader's question about going it alone or hiring an expert. Here's how to tell if you need a professional, and how to find one. READ MORE... Health Care Advocacy - July 2007 Economic Commentary - June 2007 Family Loans - July 2007 Who Wants to Be a Millionaire?

VOL. 19, ISSUE 6   •   JULY, 2007

The Advisor Answers Your Investment Questions! Everyone needs a financial plan but not everyone needs a financial planner. Adam P. Newell, CFP and Wealth Office consultant answers one reader's question about going it alone or hiring an expert. Here's how to tell if you need a professional, and how to find one. READ MORE... Health Care Advocacy - July 2007 Economic Commentary - June 2007 Family Loans - July 2007 Who Wants to Be a Millionaire?

VOL. 19, ISSUE 5   •   JUNE, 2007

Gas Prices are Nearing '81 Oil Shock Gasoline prices hit an all time high of $3.227/gallon just before the Memorial Day holiday and ahead of the hurricane and peak summer driving seasons. What is behind the volitile price of fuel? Here are some of the issues. READ MORE... Family Business Center - Loyola University Economic Commentary - May 2007 The Future of Social Security - June 2007 More Mortgage Fallout Coming?

VOL. 19, ISSUE 5   •   JUNE, 2007

Gas Prices are Nearing '81 Oil Shock Gasoline prices hit an all time high of $3.227/gallon just before the Memorial Day holiday and ahead of the hurricane and peak summer driving seasons. What is behind the volitile price of fuel? Here are some of the issues. READ MORE... Family Business Center - Loyola University Economic Commentary - May 2007 The Future of Social Security - June 2007 More Mortgage Fallout Coming?

VOL. 19, ISSUE 4   •   MAY, 2007

Another Chapter in the Active vs. Passive Debate We are not so bold as to attempt to settle the active vs. passive debate. However, we hope our observations will help you determine where active and passive management is appropriate for your portfolio. READ MORE... Insurance Coverage - May 2007 Economic Commentary - April 2007 Variable Annuities - May 2007 Do You Have a Financial Account in a Foreign Country?

VOL. 19, ISSUE 4   •   MAY, 2007

Another Chapter in the Active vs. Passive Debate We are not so bold as to attempt to settle the active vs. passive debate. However, we hope our observations will help you determine where active and passive management is appropriate for your portfolio. READ MORE... Insurance Coverage - May 2007 Economic Commentary - April 2007 Variable Annuities - May 2007 Do You Have a Financial Account in a Foreign Country?

VOL. 19, ISSUE 3   •   APRIL, 2007

The Advisor Answers Your Investment Questions! There have been some interesting developments recently in the municipal bond market relating to state taxation. If you own municipal bonds in your portfolio, this may impact your portfolio. Chad Tischer, CFP of The Wealth Office explains. READ MORE... Estate and Trust Planning - April 2007 Economic Commentary - March 2007 College Financing 101 - March 2007 The Warren Buffet Way

VOL. 19, ISSUE 3   •   APRIL, 2007

The Advisor Answers Your Investment Questions! There have been some interesting developments recently in the municipal bond market relating to state taxation. If you own municipal bonds in your portfolio, this may impact your portfolio. Chad Tischer, CFP of The Wealth Office explains. READ MORE... Estate and Trust Planning - April 2007 Economic Commentary - March 2007 College Financing 101 - March 2007 The Warren Buffet Way

VOL. 19, ISSUE 2   •   MARCH, 2007

The Advisor Answers Your Investment Questions! Concerned about the real estate in your portfolio? In this installment of our "Ask Advisor" column, Wealth Office consultant Adam Newell, CFP answers one reader's question regarding REITs. Is it time to buy, sell, or sit tight? You may be surprised at his answer. READ MORE... Asset Protection Planning- March 2007 Economic Commentary - February 2007 Long Term Care Insurance - March 2007 S&P 500 Celebrates 50th Birthday!

VOL. 19, ISSUE 1   •   FEBRUARY, 2007

A Note About Notes: Evaluating Structured Products For Your Portfolio Institutional and private investors are constantly looking for unique investments that can be customized to match their specific time horizon and financial objectives. Do structured notes fill this need? READ MORE... Long-distance Tax Refund - January 2007 Economic Commentary - January 2007 Financial Check-Up - February 2007 Running of the Bulls!

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