Donald Jay Korn

Some clients can qualify for valuable subsidies if they follow plans to hold down household income.

Contrarian investors believe it's better to buy low, but just because a fund has been down doesn't mean that a rise is inevitable.

In the long term -- and in the extremely long term -- funds with the lowest market caps have the highest ranking.

In the long term -- and in the extremely long term -- funds with the lowest market caps have the highest ranking.

With low valuations and improving investor sentiment, emerging markets equities may rebound from their recent correction.

With low valuations and improving investor sentiment, emerging markets equities may rebound from their recent correction.

Creating allocation "no-trade zones" can ease the pressure to make an immediate sale in a soaring asset class.

Creating allocation "no-trade zones" can ease the pressure to make an immediate sale in a soaring asset class.

As stocks bounce between bull and bear markets, risk reduction is increasingly vital.

As stocks bounce between bull and bear markets, risk reduction is increasingly vital.

Donor-advised funds allow clients to make a single contribution of assets, then dole out the proceeds to multiple charities.

'People don't understand it, but it sounds bad,' says one advisor. Here are a few ways to frame the conversation.

A measured dose of private placements can boost returns for HNW clients willing to hold some illiquid assets.

While standard charitable remainder trusts can deliver tax benefits, lifelong income and philanthropic satisfaction, specialized versions add control over when the income starts to flow.

A measured dose of private placements can boost returns for HNW clients willing to hold some illiquid assets.

While standard charitable remainder trusts can deliver tax benefits, lifelong income and philanthropic satisfaction, specialized versions add control over when the income starts to flow.

Savvy inheritance planning can alleviate HNW clients' concerns that their wealth will be squandered or lead to squabbling among heirs. Here's how advisors can conduct the most effective family meetings to tackle these delicate issues.

Savvy inheritance planning can alleviate HNW clients' concerns that their wealth will be squandered or lead to squabbling among heirs. Here's how advisors can conduct the most effective family meetings to tackle these delicate issues.

Transferring partial property rights to a preservation group offers financial and non-financial rewards at acceptable costs as long as the proper procedures are followed.

Transferring partial property rights to a preservation group offers financial and non-financial rewards at acceptable costs as long as the proper procedures are followed.