Charles Monat Associates: September 2005






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	Tuesday, September 27, 2005 The Succession Question Most large, family-owned business empires--whether they are publicly owned or private enterprises--have legions of specialists devoted to succession planning. And they have to. Just look at the troubles reportedly swirling about News Corp., the media giant owned by Rupert Murdoch that is embroiled in a tug o' war between his children from different marriages. Read more... posted by Charles Monat Associates at 9:01 AM \| 0 comments Friday, September 23, 2005 Exchange Traded Funds: What's the (Big) Deal? Exchange Traded Funds (ETFs) are on a roll: In early June, the American Stock Exchange (AMEX) said it had created nine new industry-based Intellidex Indexes for a new family of ETFs. Read more... posted by Charles Monat Associates at 9:24 AM \| 0 comments Wednesday, September 21, 2005 Futures Traders Boost Bets on More Fed Rate Increases Futures traders added to bets that the U.S. Federal Reserve will raise its interest-rate target at least one more time this year after central bank policy makers today increased the rate an 11th straight time, to 3.75 percent. Read more... posted by Charles Monat Associates at 10:03 AM \| 0 comments Time to Review Floating USD Financing? In a widely expected move, the Fed raised the target for its funds rate by 0.25% to 3.75% yesterday. The market seems to expect further hikes, with some suggesting a level of 4.00% can be reached by year-end. 1 Year USD LIBOR is already at 4.22% and looks like it could move even higher. Here is a handy web-based table showing the most important interbank rates. Take Me To The Table... posted by Charles Monat Associates at 9:39 AM \| 0 comments U.S. 2-Year Notes Fall as Fed Raises Rates; Yield Curve Narrows U.S. Treasuries maturing in five years or less fell after the Federal Reserve increased its interest-rate target and reiterated that rates probably will continue to rise at a ``measured'' pace to keep inflation tame. Read more... posted by Charles Monat Associates at 9:32 AM \| 0 comments Tuesday, September 20, 2005 Crazy loans: Is this how the boom ends? A few years ago, so-called "nontraditional" mortgages were a mere sliver of the market (less than 3 percent by some estimates); a July survey by the mortgages Federal Reserve found that they now account for more than a quarter of new business at a third of the nation's largest home lenders. Read more... posted by Charles Monat Associates at 8:55 AM \| 0 comments How Many BOBs to a USD? If you, like us, have ever been stumped by some of the arcane terminology used in the financial markets, this handy Financial Glossary from Bloomberg comes as a welcome relief. Take me to the glossary... posted by Charles Monat Associates at 8:50 AM \| 0 comments Wednesday, September 14, 2005 National Association of Financial and Estate Planning A good resource with articles covering the main areas of our profession, including charitable foundations. A touch US-centric, but still of interest. Read more... posted by Charles Monat Associates at 9:16 AM \| 0 comments Tuesday, September 13, 2005 Severing financial ties can be painful It's only natural for parents to want to protect their kids' money, but when should they stop? It's a tough call -- the transition to financial independence is difficult, as surging home prices, education costs, credit card debt and job competition leave many in a lurch. Read more... posted by Charles Monat Associates at 10:24 AM \| 0 comments Monday, September 12, 2005 Estate planning shouldn't be put off Families have a lot of misconceptions about estate planning. Some think it's something only old people need to do. Others think it's all about avoiding taxes, or that it's only about money. Read more... posted by Charles Monat Associates at 9:40 AM \| 0 comments Tuesday, September 06, 2005 Ask not what your country can do for you ... ... the real question is: What kind of S'porean do we need? Read more... posted by Charles Monat Associates at 8:40 AM \| 0 comments Friday, September 02, 2005 Consider assets when planning finances Many people count their art as part of their assets, but are your clients aware that some antiques and most art sectors have appreciated more than equities? Read more... posted by Charles Monat Associates at 8:54 AM \| 0 comments Thursday, September 01, 2005 Sweet smell of succession Your parents established it, and you built it up. Now it's time to pass your business to your kids, but how? Read more... posted by Charles Monat Associates at 8:30 AM \| 0 comments
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