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Research & Articles Archive
The principals of Willis Investment Counsel periodically publish articles and produce research and position papers on various topics related
to portfolio management. A sample bibliography of such works is enumerated below.
If you would like to have a copy of any of these materials, please contact us.
We would be pleased to send it to you.
- Georgia Society of Certified Public Accountants, Northeast Georgia Chapter, October 2005, “Historical Comparison of Stock and Real Estate Returns.”
- Estate Planning, October 2003, “Using the Charitable Remainder Trust as an Investment Tool.”
- Association of Investment Management & Research, Atlanta, Georgia, July 2003, Private Wealth Management Conference, “CRT’s: A Risk Management Tool.”
- Georgia Society of CPA’s, Estate and Gift Tax Division, July 2000, “Estate and Gift Tax Valuation Issues Including Controversial and Unsettled Areas.”
- Estate Planning, December 1998, “Preparing Valuation Reports to Withstand Judicial Challenge.”
- Southern Employees Benefits Conference, Nashville, Tennessee, October 1994, “Psychological and Emotional Factors in Portfolio Decision-making.”
- Southern Employee Benefits Conference, Naples, Florida, October 1992, “ERISA Fiduciary Liability Investment Concerns for the ERISA Fiduciary.
- Estate Planning, November/December 1992, “Prudent Investor Rule Gives Trustees New Guidelines.”
- Estate Planning, July/August 1989, “Steps to Protect the Fiduciary from Liability for Investment Decisions.”
- Estate Planning, July 1985, “Coordinating Investment Planning with Tax Strategy for Estate and Trust Administration.”
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We invite you to browse through our library of research and articles, and contact us with any questions.
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