Newsletter Archive
-
Why 2012 Could Be the Year of Giving
Certain gift-giving exemptions are unusually generous this year — and are set to expire in 2013.
March 2012 |Topic: Philanthropy
-
Investing in the New Year
BBVA Compass's chief investment officer offers his forecast for the global economy and how it might affect you.
January 2012 |Topic: Investing
-
Using Life Insurance to Protect Your Business
Life insurance isn't just a tool to provide for loved ones. It can also be an integral part of planning for a small or family-owned business.
December 2011|Topic: Business
-
Sentimental Inheritances
Even small heirlooms with little financial value may be priceless to your family, so plan carefully how you'd like to pass them down.
November 2011|Topic: Estates
-
Making Charitable Giving a Family Affair
Help your children incorporate charitable giving into their lives from an early age to foster a lifelong habit.
October 2011|Topic: Education
-
Investing That Pays Dividends
In the current economy, companies are sharing more of their profits directly with shareholders. It might make sense to stake your claim.
September 2011|Topic: Investing
-
The Best Ways to Save for College
Trusts, 529s, and Coverdells: Know the details of each to figure out which one works best for you.
August 2011|Topic: Education
-
Talking to Your Family About Wealth
Don’t let your family’s affluence become a source of discord. Talking to your loved ones about the source of your good fortune can help promote comity now and in the future.
July 2011|Topic: Communication
-
Preparing for Estate Planning
What you need to consider before you sit down to make your plan.
June 2011|Topic: Estates
-
Art as an Asset
The art market made a surprise recovery in 2010, outperforming the S&P 500. Is fine art an investment you should consider—and where are the best places to look for deals?
May 2011|Topic: Collecting
-
Charitable Giving, Family Style
Family foundations offer unique benefits—and may be well within your reach.
April 2011|Topic: Philanthropy
-
Shared Ownership
Whether you covet a high-end vacation home or a private plane, a fractional share can provide many of the pleasures of ownership without all the costs.
March 2011|Topic: Purchasing Strategies
-
Children and Money Values
Teaching children sound financial values is an investment that will pay dividends.
February 2011|Topic: Education
-
Forecast: 2011
What investors need to know as they head into the new year—a Q&A with BBVA Compass’ chief investment officer.
January 2011|Topic: Investing
-
How the New Tax Law Affects You
New legislation clears up a foggy taxation picture.
Special Edition|Topic: Taxes
-
Intentional Giving
A well-defined charitable-giving strategy can help you make the most of your philanthropic efforts.
December 2010|Topic: Philanthropy
-
The Science of Investing
Understanding behavioral finance can help you avoid common investing mistakes.
November 2010|Topic: Investing
