Young Investors

Planning Amid Uncertainty

Planning Amid Uncertainty

Do you ever wonder about your money? How much do you need? How much can you spend? There are no precise answers because there are too many possibilities, both in your life and the path of the markets. Bernstein's planning framework for younger investors incorporates this uncertainty, as well as an asset most younger investors don't realize they have.

Wealth Management, Young Investors


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Wealth Transfers: The Benefit of Annual Gifts

Wealth Transfers: The Benefit of Annual Gifts

by Anne Bucciarelli, Ashley E. Velategui

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.

Philanthropy, Wealth Management, Young Investors


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The Entrepreneurs’ Wealth Transfer
Giving Wisely: Structuring Long-Term Charitable Donations

Giving Wisely: Structuring Long-Term Charitable Donations

by Anne Bucciarelli, Ashley E. Velategui

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.

Philanthropy, Wealth Management, Young Investors


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When Should I Exercise My Company Stock Options?
Should I Keep My Company Stock?
Serial Entrepreneurs: Cashing in and Starting Over

Serial Entrepreneurs: Cashing in and Starting Over

by Anne Bucciarelli, Ashley E. Velategui

Serial entrepreneurs often struggle to solve very complex financial problems. When they get a rich offer for their businesses, they typically want to upgrade their life styles, save for their own and their children’s futures, give money to charity—and fund their next ventures. Here’s how one hypothetical couple, drawn from client experience, put together their plan.

Wealth Management, Young Investors


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Investing When You’re Young and Time’s on Your Side
How Can I Possibly Plan at Age 30?
What’s Your Human Capital?

What’s Your Human Capital?

by Anne Bucciarelli

There’s a critical element to investment planning that younger investors—and their advisors—overlook: the investor’s human capital, or ability to work and save, creating financial capital. Understanding your own human capital is important to determining how much investment risk you can take, particularly if you are young.

Wealth Management, Young Investors


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Sustaining a Foundation, Stepping Up as Fiduciaries
Making the Most of a 401(k) Account
The Power of Tax-Deferred Growth
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