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Welcome to Bernstein Global Wealth Management

Helping you build and preserve your wealth through the decades with investment research, financial planning, and wealth management services.

Market Perspectives

Three Reasons Uncle Sam Took More Money from Your Pocket in 2013

Many Americans made more money in 2013, thanks in part to last year’s soaring equity market and continuing economic recovery. Partly as a result, however, many Americans will be writing bigger checks to Uncle Sam come April 15. Here are the three things most people overlooked in anticipating their 2013 tax bill:

Beyond the Emerging Middle Class

For many years, the rise of the middle class in emerging markets has captivated the imagination of investors. We think this is an illusion. It’s the working classes who will be the real engines of consumer growth in developing countries.

Risk Parity Under the Microscope

After tremendous growth over more than a decade of strong returns, risk-parity strategies have recently been struggling. Has the market run-up exposed a fatal flaw? We don’t think so.

Economic Perspectives

The Spring Rebound—Bigger Than Expected

USWe’ve been more optimistic about faster US economic growth in 2014 than most analysts, and our viewpoint was sorely tested by severe winter weather that seemed to impede economic progress. But recent data on employment, hours worked, retail sales and production collectively show a very strong spring rebound.

Can Greece Exit Its Bailout?

EuropeWith a successful bond auction this week, Greece’s ambitions to exit its bailout late this year have taken an important step forward. We believe such a bailout exit is now more likely. However, with debt still at very elevated levels, many of the country’s fundamental problems remain unresolved.

In The News

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Managing Trusts

Live at the 48th Annual Heckerling Institute, Paul S. Lee, National Managing Director, Bernstein Global Wealth Management, discusses his upcoming article on managing trusts being published in Trusts & Estates.

January 14, 2014

Family Business


Goldilocks Estate Planning: Not Too Little, Not Too Much

You don’t want to give away assets that might ultimately be sheltered from the estate tax—that would be overplanning. The American Taxpayer Relief Act (ATRA) sets the estate tax exclusion at $5.25 million this year and indexes this amount for inflation in future years. In this new landscape, there’s a growing need for Goldilocks estate planning: neither too little nor too much.

November 01, 2013
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Trusts & Estates

Managing Trusts in a Mad, Mad, Mad, Mad World

Finding flexibility in the fiduciary toolbox

February 06, 2014
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