How to make sense of global gloom
By Daniel WilliamsMark Dodson, CFA, shares his thoughts on the current economic climate.
September 18, 2011
IRS Clarifies Deductibility of Advisory Fees by Estates and TrustsThe IRS has reissued proposed regs that clarify when a nongrantor trusts or estates investment advisory services are fully deductible for income tax purposes.
September 17, 2011
Why I’m Cautious on Stocks, Unimpressed With Bonds, and as for Cash…Washingtons efforts to prop up the economy are more political than pragmatic. In the meantime: no pain, no (long-term) gain.
September 17, 2011
How to Build a Foolproof Family Limited PartnershipA strong FLP must be custom-built from the ground up or you risk having the IRS or a court set it aside.
September 16, 2011
Editor's Blog: Double StandardAnnuities as insurance. Insurance as investments. How did we get this mixed up?
September 16, 2011
Drum Roll ... LTCI Sales are Up!Low and behold, I opened an email from friend and colleague Phyllis Shelton this week
September 16, 2011
Double StandardOne of the most interesting stories this week came from Washington, where, during the NAIFA annual meeting, when representatives from NAIFA and the AALU squared ...
September 16, 2011
Double StandardOne of the most interesting stories this week came from Washington, where, during the NAIFA annual meeting, when representatives from NAIFA and the AALU squared ...
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