Practical analysis for investment professionals
14 February 2012

Private Wealth Roundup: The US Elections

The big news for watchers of the wealthy (and U.S. elections) came in late January when Mitt Romney disclosed his tax returns for 2010. Not surprisingly, the presidential wannabe’s low effective tax rate prompted uproar and provided the news media with plenty of fodder. Looking back over the headlines of the past month or so, one of my top picks is undoubtedly James B. Stewart’s Common Sense column in the New York Times. It offers a fascinating look at the disparity in tax rates. In a similar vein, Felix Salmon of Reuters had an interesting blog post on Mark Zuckerberg and the case for a wealth tax.

Here are some other good reads, in case you missed them:

For more news and trends, visit the Private Wealth Management Community of Practice.

About the Author(s)
Lauren Foster

Lauren Foster was a content director on the professional learning team at CFA Institute and host of the Take 15 Podcast. She is the former managing editor of Enterprising Investor and co-lead of CFA Institute’s Women in Investment Management initiative. Lauren spent nearly a decade on staff at the Financial Times as a reporter and editor based in the New York bureau, followed by freelance writing for Barron’s and the FT. Lauren holds a BA in political science from the University of Cape Town, and an MS in journalism from Columbia University.

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