Feds Clarify Trust Rules
By Staff WriterNU Online News Service, April 1, 2005, 9:28 a.m. ESTThe Internal Revenue Service has published guidance that affects spousal election rights associated with charitable ...
April 01, 2005
Brad WassermanWHLS Financial Advisors, LLC 25505 W. 12 Mile Road, Suite 4200 Southfield, Michigan 48034-8340 Phone: 248-352-8040, ext. 133 Fax: 248-352-4490 Web address: www.whls.com E-mail: [email protected] Year practice began: CPA firm in 1970,...
April 01, 2005
Going Hybrid, Gaining FlexibilityFlexible hybrid funds are a special class of balanced funds that have the leeway to invest in a range of securities, including commodities, real estate,...
April 01, 2005
Investing in the American DreamMy uncle, a dyed-in-the-wool apartment-renting Brooklynite, was arguing with my parents, suggesting they were fools for having bought a house and paying all that money...
April 01, 2005
About The ManagerAs John Connor describes it, there have been two basic tracks in his life that led to his current gig running the Third Millennium Russia...
April 01, 2005
CTA QUESTIONS AND ANSWERSWhat's the minimum investment? Traditional CTAs can start at $50,000 and range up to $5 million. A few are being repackaged into retail versions being...
April 01, 2005
For Your BookshelfHere's my list of the best marketing books (modesty prevents me from mentioning any written by a certain L. Chambers). To order, you can visit...
April 01, 2005
and Now for Something Completely DifferentWhen it comes to software for advisors, there always seems to be another company emerging with a new problem-solving piece of software. It's not uncommon...