Insights Magazine Summer 2012

Insights offers Regions Private Wealth Management’s perspective on current economic issues, wealth strategies, your business, retirement and planning tactics. Download the Insights magazine Summer 2012 issue.

We are pleased to share with you the first edition of Insights, a quarterly publication that brings focus to relevant wealth management topics.

Insights on Managing Your Wealth Today

We are pleased to share with you the first edition of Insights, a quarterly publication that brings focus to relevant wealth management topics.

In a fast-paced and turbulent world, we can easily become flooded with information. The daily noise of market ups and downs may be interesting, even engaging. However, information without context isn’t useful in solving wealth management issues.

Insights seeks to provide you with context and timely strategies for managing your wealth.

In this issue, our cover story — Protecting Wealth in an Uncertain World (page 6) — explains how to better identify and control risk across all aspects of your financial life. Business owners can learn the key factors involved in the decision to sell or give their business to family members in To Give or To Sell? (page 10). And Dr. Ashvin Chhabra, an esteemed expert on wealth allocation and risk, discusses his perspective on managing wealth today in Safety First (page 14).

Wealth Intelligence

Gift and estate taxes are slated to rise significantly in 2013; tips for managing cash amid ultra-low interest rates; and a look at how various costs rise and fall over life p4

Cover Story — Protecting Wealth in an Uncertain World

Today’s volatile economy requires a new perspective on risk. Here are steps you can take to shield your lifestyle and wealth given all the unpredictability p6

Regions’ Perspective — A Holistic Approach

How a Regions Wealth Assessment® can help you reduce exposure across all areas of your financial life p9

Your Business — To Give or To Sell?

Deciding whether to give or sell the family business is tricky. Here’s a look at key considerations. p10

Legacy — Gifts of Wisdom

Parents and grandparents have the opportunity to teach children about financial discipline and value using these strategies. p12

C-Suite — Finding Balance

Corporate executives’ wealth is increasingly tied up in company stock. Now may be a good time to consider ways to unwind those positions. p13

Spotlight — Safety First

Dr. Ashvin Chhabra, CIO of the Institute for Advanced Study, talks about his wealth allocation research and how affluent families need to think differently about risk. p14


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*Investment, Annuities and Insurance Products

  • Are Not FDIC Insured
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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.