Mostly cloudy
By David A. SaltzmanThe Apple World Wide Developers Conference (WWDC) wrapped up last week and all of the buzz was about "the cloud." To be more precise, the theme was the "iCloud."
June 15, 2011
Politics and Social Security private accountsDate: June 15, 2011 To: Politicians From: Richard Hoe Ladies and Gentlemen: I've been in financial services 43 years. In those 43 years, I've learned that Social Security private accounts will not work.
June 15, 2011
Mostly cloudyThe Apple World Wide Developers Conference (WWDC) wrapped up last week and all of the buzz was about "the cloud." To be more precise, the theme was the "iCloud."
June 15, 2011
Securitizing Longevity Risk: Are ‘Death Bonds’ a Good Investment?What to know before investing in what Newsweek called “Wall Street’s most macabre investing scheme yet.”
June 15, 2011
A Long-Term Care Primer: The Need and the LTCI OptionThe need is great now and will only grow greater. Insurers are beginning to step up.
June 15, 2011
Donor Advised Funds: Maximize the Tax Benefits, Build a LegacyA DAF allows clients to create their own version of a family foundation.
June 15, 2011
Estate Planning: Time Running Out on $5 M Gift-Tax ExemptionDefective trusts are one way to implement an “estate freeze” that leverages the $5 million gift-tax exemption due to expire this year.
June 14, 2011
Advisors: change is coming -- you ready?A big part of my job is connecting with you, the advisors who read this magazine.
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