Wealth Management Services

Provided by RSM McGladrey LLC

Objective Perspectives, Sophisticated Tools, A Disciplined Approach

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Managing your wealth means balancing a wide array of concerns – protecting and growing your wealth, managing risk, planning for the eventual transfer of your estate or the succession of your business. That requires advisors that not only understand each of these issues, but also how they interact in order to develop a comprehensive set of solutions. Not cookie-cutter solutions, but those driven by probing questions and a deep understanding of your unique circumstances, your family, your goals.

The decisions and direction for your wealth plan will be managed with your best interests in mind. As we do not offer proprietary products, we are able to provide objective advice and sound investment strategies. That’s the power of being understood. That’s the power of McGladrey.

How Do You See Your Money Services We Offer How Do You See Your Money What Makes Us Different
Understanding the Real Performance of Your Funds in a Volatile Environment
This look at fair value pricing used in mutual funds and market value pricing used in ETFs is intended to assist investors in recognizing and understanding the causes of performance deviations seen recently in these vehicles.
In Search of Yield
One of the largest issues impacting investors today is the low interest rate environment we have been in for a few years. With rates not expected to rise quickly anytime soon, investors have been searching for yield.
Standard and Poor’s Downgrades U.S. Treasury Debt: What Does it all Mean?
On August 5, 2011, Standard and Poor’s took the unprecedented action of downgrading U.S. Treasury long-term debt one notch from ‘AAA’ to ‘AA+’. Wealth Management has written a short piece describing the action taken by S&P and possible implications that stem from this action.
Thinking in Real Terms
The Federal Reserve has used interest-rate cuts in an effort to fuel economic growth, but today’s low interest rates are a two-sided coin.
Fixed Income in Perspective
One of the main drivers behind investors holding fixed income securities is for diversification.
Earthquake, Tsunami, Nuclear Crisis:
A Japanese Tragedy
Japan is the world’s 3rd largest economy and therefore has a substantial place in non-US benchmarks.
QE2
The Fed announced its second round of quantitative easing, affectionately known as “QE2” by purchasing another $600B in long term Treasuries over the next eight months.
What Should I Pack?
Our approach is to “pack” your portfolio with investments that can make sense in many different scenarios.
Capital Allocation ≠ Risk Allocation
Investors often make the mistake that their capital allocation, or percentages invested in each asset class, is similar to their risk allocation, or risk budget. This is simply not the case.

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