Tiger 21 Celebrates Founding With 260 Ultra-Wealthy Members
Tiger 21, the peer-to-peer investor group for ultra-wealthy investors, is celebrating the 15th anniversary of its founding in New York this spring.
Energy Prices Headed Up: T. Boone Pickens
Natural gas and crude oil prices should increase somewhat over the next six months, the billionaire energy investor says.
New Hire Roundup: Nash Moves Up at Fiserv; Sanctuary to Support Gordian
This week in new hires, Cheryl Nash was named president of Fiserv’s investment services division; Gordian Wealth Advisors hired Sanctuary Wealth Services to support its business; and Tom Ridge became a member of the board at FSIC.
The Really Long View From Doug Ober of Adams Express—Weekend Interview
The chief of the 82-year-old closed-end fund is thoroughly up to date with what's happening in the markets now, to his investors' benefit.
Give It Away Today
Advisors to affluent families have often used anecdotes about well-known individuals as a more memorable and persuasive way to discuss different aspects of financial planning.
Alternative Energy Twisting in the Wind
Last July in this column ("Energy Is in the Air"), I wrote enthusiastically about T. Boone Pickens's plans to build the world's largest wind farm...
At TD Ameritrade Conference, a Feisty and Surprisingly Upbeat Crowd
No one can say that advisors who custody their clients' assets with TD Ameritrade Institutional don't feel comfortable expressing their feelings--pro and con
Two politicians and an oil billionaire
I don't usually pay much attention to media advisory press releases from Washington. It's usually a junior senator out to make a name for themselves...
Energy Is in the Air
Most reasonable people would agree that we have an energy problem, if not a full-blown crisis in this country. Yet our elected leaders seem, with...
Energy Investing 2.0
Even if you don't buy all of the hype and news coverage surrounding green investing or alternative energy, it's getting harder to ignore. With crude...