Alternative Investments
The latest news and developments about alternative investments and how they can help boost portfolio performance and reduce risk
Fidelity Adds Share Classes to Four AMT-Free Money Funds
By James J. GreenFidelity Investments launched on May 14 two new share classes--institutional and service--for four of its alternative minimum tax-free money market funds: Fidelity California, Massachusetts, New Jersey, and New York.
May 04, 2007
Laptop Stolen? Blow It Up!ComputerWorld recently reported on the theft of yet another laptop computer that contains vital, sensitive, private information about innocent people. Read about why NU Tech ...
May 02, 2007
CDA: LTD Benefits Grow 7.5&The disability insurers that support the Council for Disability Awareness say they paid $7.2 billion in long-term disability claims in 2006, up 7.5% from the ...
May 02, 2007
Private Equity Firm Agrees To Acquire BISYS Insurance ArmBISYS Group Inc. has agreed to sell its operations to Citigroup Inc., and Citigroup says it will keep the BISYS mutual fund and hedge fund ...
May 01, 2007
Protecting the family interestsIt is said that paying estate taxes is voluntary. That is, a client can plan to minimize his estate tax exposure. One of the most common estate tax planning tools is an irrevocable life insurance trust (ILIT). The income tax-free death benefit of an
May 01, 2007
Traditional Meets Alternative in the Form of 130/30 FundsTraditional and alternative investment managers now find themselves competing in a new battleground that combines the (1.0) beta exposure and quantitative methodologies of traditional indexed...
May 01, 2007
Behind the Numbers, with Gail DudackThe Principal of the Dudack Research Group believes that equities are presently the best valued asset. "Supporting this view is the fact that the trailing...
April 30, 2007
Protecting the family interestsIt is said that paying estate taxes is voluntary. That is, a client can plan to minimize his estate tax exposure. One of the most common estate tax planning tools is an irrevocable life insurance trust (ILIT). The income tax-free death benefit of an