John J. Grande

The question was asked how to use alternative investments to protect assets and let them grow at the same time. The Grandes respond: as assets grow, expand the asset classes that are invested into. Theoretically, this lowers risk while increasing the expected rate of return. This is accomplished by reducing the overall volatility of a portfolio. Structured products do offer a viable solution to investing in hard-to-reach assets.

Co-editors of Money Matters attempt to outline most of the risks and rewards of bank loan funds and help answer question on how bank loan funds may be used.

Q With the repeal of the future estate tax, do you think it is still necessary for me to continue paying the permanent life insurance premiums on the policies that I originally purchased to pay federal estate taxes?