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
Colin Powell To Dedicate Habitat for Humanity Homes
By Kate McBrideHabitat for Humanity honors General Colin L. Powell with green South Bronx residence for 50 families.
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.
August 30, 2010
Discover Small Business Index: July Confidence Saw Biggest Drop in 8 MonthsSmall business owners' confidence in the economy soured significantly from July to August in the largest one-month decline since November 2009, according to the Discover Small Business Watch released Monday, August 30.
August 27, 2010
Eight Questions to Ask About Roth ConversionsIs a Roth conversion in your client's best interest--or is it a roll of the dice?