Alex Hewit is a wealth adviser for sophisticated individuals and families that naturally deal with a high degree of complexity. On this podcast Alex will explore the common themes that his clients ask about, challenges they face and strategies utilized to create a more effective and efficient wealt…
In this episode I am joined by Richard Weaver discussing what to think about when selling your business. I have quickly come to realize that the owners' priorities are often pushed to the side to ensure a quick and successful exit. We believe that, if taking a collaborative and coordinated approach, personal priorities should and can be part of the sales process. Enjoy!
While we are so focused on the more sophisticated planning strategies, the most basic planning is often forgotten. In this podcast Tara and I discuss planning 101 and why it is important to review your current situation before moving forward with complex strategies. Enjoy!
On this podcast I speak with Travis Allen, a senior portfolio manager at Bernstein, discussing the evolution of Responsible Investing. We cover whether or not this space is a fad or here to stay and how Bernstein constructs their responsible investing portfolios. Enjoy!
Do you give to charity? Are you impacted by tax-reform or losing the itemization benefit? Do you feel that you're missing an opportunity to be more efficient in your gifting? If the answer to any of these is yes, then have a listen to my conversation with Hans Dekker, the President of the Community Foundation of NJ, as we discuss philanthropic planning. Note to All Readers: The information presented and opinions expressed are solely the views of the podcast host commentator and their guest speaker(s). AllianceBernstein L.P. or its affiliates makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P.© 2018 AllianceBernstein L.P.
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