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Striving for a Better World
by Anne Bucciarelli of AllianceBernstein, 11/22/17

Giving Day, the Tuesday after Thanksgiving, is fast approaching and with it the year-end charitable-giving season kicks off in earnest. In light of that, here is the response to one of the most common refrains we hear as we work with clients to structure their giving programs: “How can I ensure that my gifts truly make an impact?”

Should I Pay Down My Debt?
by Tara Thompson Popernik, Anne Bucciarelli of AllianceBernstein, 11/17/17

One of the most common questions we hear from people who have suddenly acquired wealth is, “Should I pay down my debt?” In our view, you should only pay down debt if the costs exceed the benefits.

Wealth Transfers: The Benefit of Annual Gifts
by Anne Bucciarelli, Ashley Velategui of AllianceBernstein, 6/3/16
Many wealthy US investors want to give substantial sums to family during their lifetime, while preserving their flexibility, in case they need the money later. That’s fine: Large annual gifts can go a long way to helping your children get started on their careers,buy homes, or simply live more comfortably. Here are several tax-efficient strategies to consider.

The Entrepreneurs’ Wealth Transfer
by Anne Bucciarelli, Ashley Velategui of AllianceBernstein, 5/20/16
It takes great effort to build a fortune—and great effort to pass it on to your kids (or others) without the taxman taking a big bite. This case study shows our analysis of four potential wealth transfer strategies that a 40-year-old pair of entrepreneurs considered after selling their business for $34 million—and how they chose among them.

Giving Wisely: Structuring Long-Term Charitable Donations
by Anne Bucciarelli, Ashley Velategui of AllianceBernstein, 5/9/16
One of the great pleasures of inheriting wealth or selling a business is being able to help the community, many of our clients say. Confronting the bewildering variety of philanthropic vehicles is less fun, though often critical to maximizing the impact of the gift and achieving other goals. This case study, drawn from our experiences with clients, highlights a few key issues in deciding on a long-term giving strategy.

When Should I Exercise My Company Stock Options?
by Richard Weaver, Anne Bucciarelli of AllianceBernstein, 4/20/16
In a recent post, we addressed the planning enigma that company stock grants pose for corporate executives and other employees. Non-qualified stock option grants pose an even trickier problem. In our view, it can only be solved by actively managing the options. Here’s why.

Should I Keep My Company Stock?
by Richard Weaver, Anne Bucciarelli of AllianceBernstein, 4/15/16
If you’re a corporate executive or other employee of a public company, a meaningful part of your compensation may come in the form of company stock or stock options. You may also have a chance to invest part of your cash compensation in company stock. What should you do?

Investing When You’re Young and Time’s on Your Side
by Anne Bucciarelli, Ashley Velategui of AllianceBernstein, 3/9/16
You’ve made a commitment to sock away money for your retirement. But how should you allocate the funds? Here are some trade-offs to consider.

Making the Most of a 401(k) Account
by Anne Bucciarelli of AllianceBernstein, 11/13/15
Taking advantage of your employer’s retirement savings plan is one of the most powerful and effective tools available to investors planning for retirement. But be wary of “setting and forgetting” the amount you contribute each year: It may not be enough to meet your goals.

Estate-Planning Basics
by Anne Bucciarelli, Heather George of AllianceBernstein, 10/26/15
Having a will or life insurance may not be strictly necessary if you are only responsible for yourself. But if you have children or other dependents, these are crucial matters to take care of right away.

Investing for Impact: A Brief Guide for the Perplexed
by Travis Allen, Anne Bucciarelli of AllianceBernstein, 10/19/15
Discussions about investment strategies that take values or ethical principles into account can be confusing. Several different terms are used, often interchangeably; in fact, they may be converging. Here’s a brief guide that highlights a few key issues.

To Mortgage or Not to Mortgage? That Is the Question
by Anne Bucciarelli, Tara Thompson Popernik of AllianceBernstein, 9/17/15
For wealthy people, the main question when buying a home is often whether to mortgage it. If you’re sitting on a large sum of cash or liquid assets, you can choose whether to pay for the house outright, or just use cash for the down payment and take a mortgage out on the home. You may find our answer surprising.

What Your Parents Didnt Tell You About Saving for Retirement
by Anne Bucciarelli of AllianceBernstein, 8/22/14
Chances are, your parents have told you to max out your 401(k) plan. Thats good advice, but the hard truth is that your 401(k) plan is highly likely to fall short. To live comfortably in retirement, our research shows, you will almost surely need more.
13 results found.