Ameritas Investment Partners Wealth Management Ameritas Investment Partners AIP 1005 12-14 AIP 1005 WM Client Brochure CMYK.indd 1 12/22/2014 10:01:55 AM solutions by design To help you meet your investment needs Ameritas Investment Partners is a registered investment advisor who works with your trusted Investment Advisor Representative to provide access to professional management of your...

Invest Well S e r i e s STRENGTHENING THE FOUNDATION OF YOUR INVESTMENTS Leveraging a Manager of Managers Approach — David Kahn, Managing Director What’s inside our toolbox? Implementation tools have proliferated to the point that investors can find a fund, separate account, or exchange traded fund (ETF) to access virtually any investment opportunity, regardless of how...

Live Well S e r i e s 8 12 5 19 7 9 3 6 21 14 Buying at Auction? Some Do’s and Don’ts — Douglas Wolford, CEO 2 20 Before You Go to an Auction: For collectors of all kinds—whether of art, collectibles, watches, or wine—buying at auction has never been easier, more fun or, perhaps, more dangerous. So here is the first item up for bid....

BUILDING A LEGACY An Introduction to Multigenerational Wealth Planning — Stephanie Zaffos, J.D. How do you preserve family wealth across multiple generations? It’s not easy—it takes work. Sustaining a financial legacy can be a surprisingly complicated task, fraught with emotion and difficult decisions. More resources don’t necessarily ease the burden...

Profiles in Client Engagement A High-Net-Worth Juggling Act: Meeting the Needs of Executive Women While all senior executives typically require a certain set of services from their financial advisors — ​­ ranging from navigating deferred compensation plans to assessing the sale of a privately held...

CIOFORUM Donald Calcagni CFP®, MST, QPA, ERPA Chief Investment Officer TUESDAY, MARCH 15, 2016 Less Equity Beta, Same Equity Premium… January 1927 – June 2011 50% What is beta? You may have heard your Client Advisor discuss the concept of investing in low-beta stocks. You may even have low-beta stocks in your existing portfolio and may wonder what they are and...

Wealth Management Guide Reach your goals This guide is designed for individuals, families, executives, business owners, and retirees looking for financial guidance. We compiled our wealth advisory articles to make it easy for you to gain insights on a variety of related topics, including retirement, investing for the long term, life insurance, estate and gift planning, business transitions, risk...

Date: November 2012 Edition #6 Family Office Monthly The Obama Effect: How the Wealthy are Preparing for the Next Four Years Welcome to the sixth edition of Family Office Monthly, a concise newsletter covering the evolution of the family office industry and investment needs of the ultra-wealthy. Edition Preview: In this newsletter we will be taking a more topical focus: ï‚· A look at how...