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Business Management
CLIENT RELATIONS
29 Safeguarding Business Assets During Divorce Here are six strategies to help safeguard clients ’ business assets when marriages come apart . By Gus Dimopoulos Wealth Management
INVESTING
36 Income Investors Need Not Fear The Fed Locking in rates now will protect portfolios from any rate drop fallout , advisors say . By Jennifer Lea Reed394245 Private Equity Dives Into Sports Investing As Valuations Boom Sports team ownership , once the dominion of individual billionaires , is making room for private capital . By Christopher Williams
Owning Individual Stocks : A Loser ’ s Game Most stocks have reduced rather than increased shareholder wealth . By Larry Swedroe
Buffer ETFs Provide Comfort At A High Cost For certain clients , these vehicles can make lots of sense . By Ben Mattlin
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John Hillenbrand , fund manager for the Calamos Growth and Income Fund
PHOTOGRAPHY COURTESY OF CALAMOS INVESTMENTS
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PORTFOLIO SPOTLIGHT
46 A Flexible Way To Reduce Equity Volatility The Calamos Growth and Income Fund uses convertibles to enhance yield and mitigate risk . By Jeff Schlegel RETIREMENT PLANNING
49 Retirees Rally Around RILAs Registered index-linked annuities have benefited from Fed moves and demographic trends . By Ben Mattlin52 IRS Rule On Inherited IRAs A Letdown , Not A Surprise The agency has clarified that account inheritors must take distributions annually over a maximum of 10 years . By Ben Mattlin
ESTATE PLANNING
54 Who ’ ll Manage Your Clients ’ Wealth When It Passes To Their Heirs ? Without effective estate planning , it might not be you . By Keven DuComb60 Worried About Rocky Markets ? Consider Alternative ETFs An alternative strategy used with other funds might reduce a client ’ s stress . By Ron DeLegge
I & WI ® , CFP ® and CFFP ® CE credit exams are on page 56 .
CE exams are online at fa-mag . com / ce _ center .
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