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Affluent Magazine Aug / Sept 2009

Aug / Sept 2009


The Cost of Financial Advice: Are All Fees Created Equal?

by Robin S. Davis, CFP

The Cost of Financial Advice: Are All Fees Created Equal? The amount of money you should pay for any kind of service is one of the big mysteries in life. The financial services industry is one of the biggest fee-for-service industries available to the public, and one of the most diverse in how fees are charged. The million dollar question should be “am I paying too much for the results I am getting” or “am I paying too little and not getting the results I could be getting”. In order to determine if you are paying too much, too little, or just enough, you have to know what kind of investment advisor you are working with. Read More

From Italy With Love: Lessons Learned in Customer Delight

by Leslie G. Ungar

From Italy With Love: Lessons Learned in Customer Delight Recently we went to Italy on a “trip of a lifetime”. Italy remains beautiful, rich in history, delicious from the gelato to the pasta, and a shopping mecca. This was an organized trip for three couples where all we had to do was show up at the airport. Our little group met with the travel agent and we all received an itinerary in advance. We didn’t necessarily read it, but we did receive it! We all have many opportunities to be a star to our clients. Come with me to Italy and see opportunities, mostly missed, to create customer delight. Read More

Investment Insight In Wake of Recent Market Uptick

by Peter Miralles

The US stock markets have just completed a spectacular 13-week run. The broad stock markets have gone up 12 of those 13 weeks with the “riskier” of the sectors (paper, steel, auto, leisure and energy stocks) performing well. By comparison, the US Treasury Bond market, has posted losses during the same period. It is truly amazing after such a devastating first quarter where most investors concentrated on news about the 10 percent national unemployment rate that the second quarter has represented such a turnaround. This time investors have taken the approach that the glass is half full, and it is a good thing that 90 percent of us are still employed. Read More

Quivira brings the Ritz to Los Cabos, Mexico

by Affluent Magazine

Quivira brings the Ritz to Los Cabos, Mexico Set on the tip of the Baja Peninsula, with three miles of sandy white beach stretched before it, Quivira Los Cabos is setting the stage for an inimitable luxury residential resort community where nothing is ordinary but everything is extraordinary. Quivira is to be home to some of the most prestigious names in the resort residential world, including the future Ritz-Carlton Los Cabos, Quivira. Read More

The Brookwood – Eco-friendly living in Atlanta

by Affluent Magazine

The Brookwood – Eco-friendly living in Atlanta At the intersection of Peachtree and healthy living, you’ll find The Brookwood.  Situated in the midst of residential Brookwood just south of Piedmont Hospital and bustling Buckhead, The Brookwood rises 18 stories above street level yet feels perfectly integrated into one of Atlanta’s most walkable neighborhoods. Read More

Well crafted and thoughtfully considered, Marguerite Rodgers Ltd.

by Affluent Magazine

Well crafted and thoughtfully considered, Marguerite Rodgers Ltd. Every interior design commission represents a chance to create something that never existed before — an opportunity to step inside a client’s dreams and fashion a new world. Since 1980 Marguerite Rodgers Ltd. has been doing just that — listening, imagining, and forging unforgettable spaces that speak for, and of, the client.  Classic symmetry is at work in the firm’s designs, as are clean lines, an accommodating scale, and a multifaceted vocabulary of materials, textures, and finishes.  Built on long-term relationships and an overall desire to get things just right, Marguerite Rodgers Ltd., in its third decade, holds an enduring reputation as a firm that fully respects its clients and successfully exceeds expectations. Read More

Tailored Traditionalism Defined

by Affluent Magazine

Tailored Traditionalism Defined Bradley Thiergartner Interiors was founded in 1993 by Benjamin Bradley and David Thiergartner.  Working with an affluent clientele early on, they quickly established themselves as one of the top interior design firms in New York City.  Designing timeless, classic interiors throughout the country for such notable clients as George Soros and Chris Rock, Benjamin and David have established a design philosophy and style which they refer to as “Tailored Traditionalism”.
Read More

Resort Style Living at The Oaks at Boca Raton—the Last Great Estate Home Community In Boca

by Affluent Magazine

Resort Style Living at The Oaks at Boca Raton—the Last Great Estate Home Community In Boca The Oaks at Boca Raton, the last great estate home community in Boca, is a rare combination of 'Old Florida', with its elegant architecture and gracious lifestyle, blended with the very best of today's cutting-edge amenities. The 282-acre community features lush landscaping and 469 magnificently appointed residences, priced from under $1 million to $5 million. Read More

Gucci's Icon Bit Bag

by Affluent Magazine

Gucci's Icon Bit Bag Gucci is pleased to announce the launch of its new Icon Bit bag.  Having debuted on the Gucci Fall Winter 2009 runway, this new handbag design embodies the same brazen spirit and powerful glamour of Creative Director Frida Giannini’s latest ready to wear collection. The silhouette of the bag is characterized by a compacted, controlled volume. Its size, reduced to fit perfectly under the arm, features a soft, expandable body.
Read More

Magic times, great food and Fire Magic Premium Grills

by Affluent Magazine

Magic times, great food and Fire Magic Premium Grills It’s that special time of day—that glorious hour at dawn or dusk when the gold light of the sun is just beginning to rise or fall in the sky—the magic hour when the light is perfect and the world around you simply aglow. But it’s more than that.  Most of all, it’s that moment—any moment in the day—when you stop to notice just how right everything is. Read More
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