Patton’s Fund Picks, Pt. 4: TIPS and Mortgage-Backed Funds
In this fourth post on my favorite mutual funds, we take a look at inflation-protected securities and mortgage-backed securities funds.
BDs Beware: Social Media Privacy Laws May Conflict With FINRA Rules
“Legislation that limits access to social media information may pose significant challenges for a large number of broker-dealers,” lawyers from Sutherland Asbill & Brennan wrote in a Law360 article.
Earth, Water and Fire
The search for natural gas and oil found through the process known as hydraulic fracturing, or fracking, is fraught with controversy.
10 Best Tax States for Small Business
Looking for the best tax states for a business start-up? The Small Business & Entrepreneurship Council releases its business tax index for 2012.
Top 10 Most Expensive States for Long-Term Care Costs: 2012
Those anticipating a need for LTC might want to steer clear of these states if they want to keep costs down.
President Paid 20% in Taxes, Calls for Higher Rates on Rich
In what is sure to fuel conservative critics, the White House announced Friday that Barack and Michelle Obama paid an effective federal tax rate of 20.5% on income in 2011.
Is Delaware Funds’ Ericksen the Next ‘Star’ Manager?
The time is right for the emergence of a new star manager, and it could very well be Delaware Select Growth Fund’s manager Christopher Ericksen.
5 Problems With Domestic Asset Protection Trusts
DAPTs are seen by some as a more palatable alternative than offshore structures with a similar purpose, but estate planning experts question whether this is the case.
The Tea Party movement burst onto the political scene three years ago.
New Hire Roundup: Dowling & Yahnke Advance 4; Key Private Bank Launches Delaware Trust
Among the hiring action this week: Dowling & Yahnke announced four promotions; Key Private Bank launched a Delaware trust company; Patrick Goshtigian joined EP Wealth Advisors; Jane Bachmann and Eugene Miller went to Citi Private Bank.