Insights Magazine Spring 2013
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Insights offers Regions Private Wealth Management's perspective on current economic issues, wealth strategies, your business, retirement and planning tactics. Download Insights Magazine Spring 2013 Issue.

It’s little wonder why affluent investors are increasingly drawn to natural resources. As the world’s population expands and consumers in emerging markets buy more goods, there’s rising demand for tangible assets — including timber, fuel, metals or agricultural products. But it’s more than that: Diversifying a portfolio beyond stocks and bonds makes sense in today’s changing global economy.


The Natural Choice

It's little wonder why affluent investors are increasingly drawn to natural resources. As the world's population expands and consumers in emerging markets buy more goods, there's rising demand for tangible assets — including timber, fuel, metals or agricultural products. But it's more than that: Diversifying a portfolio beyond stocks and bonds makes sense in today's changing global economy.

Regions' Natural Resources / Real Estate group is here to help clients better navigate the risks and rewards of natural resource investments. Our staff of more than 40 professionals, including trained foresters, farm managers, mineral rights managers and geologists, has vast expertise and experience in helping to buy, sell and manage land-based investments. Our six timber funds provide an opportunity for clients to invest in something once primarily reserved for institutional investors.

In this edition of Insights, our cover story ("Land of Opportunity," page 8) takes a closer look at the potential opportunities natural resource investments offer and the full range of services that Regions provides our clients. Following that, Regions' Allen Morris, a mineral property manager and geologist, looks specifically at the evolving U.S. energy sector and the sector's impact on landowners with mineral rights ("Fueling Momentum," page 13).

This issue also offers valuable guidance on preparing to sell a business ("Ready to Sell?," page 14) and avoiding mistakes when titling accounts and assets ("Title with Care," page 7). We're excited to share with you an interview with Grammy Award-winning songwriter Tim Nichols, who's worked with his Regions Wealth Advisor, Lisa Harless, for 25 years ("Sounds of Success," page 18).

Wealth Intelligence-

The water industry could surge, providing opportunities to investors; why teenagers may want a Roth IRA; how taxes are changing in 2013; can farmland's price growth last? p4

Legacy - Title with Care 

Incorrectly titling assets or naming account beneficiaries can wreak havoc on your estate plans. Four tips for ensuring your assets are transferred according to your wishes. p7

Cover Story - Land of Opportunity

From farmland to timberland, investors have been scooping up natural resources. Here's a look at the opportunities and how Regions can help manage those investments. p8

Regions' Perspective - Fueling Momentum

The U.S. energy sector is expanding rapidly. Regions' Allen Morris explains potential opportunities for landowners with mineral properties, and challenges on the horizon. p13

Your Business - Ready to Sell? 

Business owners looking to sell face a challenge: How do you make a business attractive to prospective buyers and obtain the best offers? p14

NextGen - Millennial Mindset 

Young adults often view money differently than older generations. Exploring their financial ideals now can help them prepare for the future. p16

Spotlight - Sounds of Success 

Grammy Award-winning songwriter Tim Nichols discusses the music industry, his career and how Regions Private Wealth Management helps him reach his goals. p18

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This information is general in nature and is provided for educational purposes only. Regions makes no representations as to the accuracy, completeness, timeliness, suitability, or validity of any information presented. Information provided should not be relied on or interpreted as accounting, financial planning, investment, legal, or tax advice. Regions encourages you to consult a professional for advice applicable to your specific situation. Regions neither endorses nor guarantees any websites or companies referenced in this article that are not owned by Regions.