Sonia Talati
Barron's
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Past articles by Sonia:
12 Dividend-Paying Stocks for the Long Run
Columbia Dividend Income’s Scott Davis beats his peers by digging deep into balance sheets. → Read More
Hybrid Vacation-Investment Funds Make Comeback
Funds that are part vacation timeshare and half real estate investment are luring families again. Beware. → Read More
Luxury Trends, Luxury Stocks
The Shullman Research Center identifies luxury trends and changing tastes—and how to invest in them. → Read More
SunTrust Hunts Nashville Stars as Clients
How the private bank reels in up-and-coming musicians before they make it big. → Read More
How to Make Impact Investments in the Arts
More than $1.5 billion in arts-related investment opportunities are coming online. → Read More
How to Pull the Financial Plug on Your Children
Jeff Fishman of JSF Financial on the best ways to teach your children financial responsibility. → Read More
Promising Cities for Commercial Real Estate
RealtyMogul.com shares its top choices for investing in commercial real estate. → Read More
The Best Private Jet Cards
The best programs for a variety of travel needs—from traveling around the world to flying on short notice. → Read More
Three Mental Biases Costing You Money
Key Private Bank’s head of investments describes the ways your mind and behavior are hurting your finances. → Read More
Inside UBS’ Boot Camp for Young Philanthropists
Kristyn Roth, 29, assumes the role of president of her family’s foundation and tackles autism. → Read More
Private Wealth: Equities Key to Greater Fortunes
The Boston Consulting Group’s wealth report reveals how private fortunes grew at a robust rate last year and equities were at the heart of this success. → Read More
Family Offices Bypass Private-Equity Funds
They turn to direct investments in private companies in the hopes of earning market-beating returns. → Read More
The Simon Family-Office Solution
Why a single-family office in New Jersey merged with a traditional wealth-management firm, not a multifamily office. → Read More
Hazard: New Twists in Art Laws
Withers Bergman says avoid heavy taxes and legal problems by understanding new wrinkles to old art laws. → Read More
Avoiding the Pitfalls of Overseas Property
Northern Trust reveals costly mistakes clients made when buying second-homes abroad. → Read More
How Big-Donor Philanthropists Can Get Results
The Bridgespan Group reports that very few philanthropists are facilitating the social change they want. → Read More
Guarantees Transforming Impact-Investing Finance
How new financing options are encouraging risk-averse investors to make impact investments. → Read More
Janney Montgomery Scott’s Bold New Ambition
Janney Montgomery Scott is poaching giant rivals to bolster its private-client wealth-advisory business. So far, the gambit is working. → Read More
Janney: Growing by Poking at Giants
The wealth manager is poaching top talent from big names like Merrill Lynch, Morgan Stanley, and UBS. → Read More
How to Get Your Child Interested in Your Collection
Fiduciary Trust’s tips on how your passion for collecting can be planted in your heirs. → Read More