Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
Relief Riders Nominated for Positive Peace Award
By Kate McBrideDoing good while on an adventure can be positive for donors and recipients.
September 08, 2010
Obama Calls for End of Bush Income, Cap Gains, Dividend Tax Cuts; Assails GOPIn an effort to give voters confidence in a Democrat-led Congress, President Barack Obama drove home his party's support of the middle class and small business Wednesday, September 8.
September 07, 2010
How to Simplify and Enhance Charitable PlanningA primary goal for many wealthy clients.
September 03, 2010
ING Redeems Some Auction Rate Preferred SharesING Prime Rate Trust, a closed-end fund, will redeem a portion of the outstanding ARPS at par; declares dividend
September 01, 2010
Leveraged and Inverse ETFs Are Short-Term Investments: SLCG StudyInvestors risk serious losses for holding periods longer than a day or two.
August 31, 2010
Davy Jones' LockerNot all yacht insurance policies are alike. Some, for example, exclude losses under the Jones Act, more formally known as the Merchant Marine Act of...
August 31, 2010
S&P/Case-Shiller Index Shows Home Prices Rose 1% in JuneWith this spring's tax credit still working its way through the housing market, the price of U.S. homes rose 1% in June for the third consecutive month, according to the Standard & Poor's Case-Shiller index released Tuesday, August 31.
August 31, 2010
Rydex|SGI Advisor Confidence Falls to 16-Month Low; Consumer Confidence ImprovesFour confidence indexes, including the Rydex|SGI AdvisorBenchmarking survey and the Conference Board index, signal a bumpy ride for the U.S. economy.