Craig has been trading commodities for over 20 years, and has posted long-term annual average returns of around 20 percent. Since April 2006, when he...
If you are like most financial advisors, you probably don’t know a thing about private placement life insurance. But maybe you should. A growing number of ultra-wealthy investors are using it as a legal means to avoid paying income taxes on their gains in hedge funds—and other alternative investments. ...
April's column discussed charitable lead trusts, and why the vehicles might be an optimal solution for wealthy clients who wish to give more money to...
Can, say, an oil company, be considered an eco-responsible company? What about a company that caters to “non-married” lifestyles? Is that “socially responsible”? One man's virtuous stock is another man’s sinful stock....
Aug 1, 2008 12:00 PM, David A. Geracioti Editor-In-Chief
I used to think that socially responsible investing (SRI) was basically the politicization of investing. Our society has become so politicized these days,...
Bloomberg.com is reporting today that the legendary fund manager Bill Miller has lost his touch. After 15 years of outperforming the S&P 500, Miller, the manager of the Legg Mason Value Trust (LMVTX), has slipped into a funk, and assets in the fund are in a steep decline....
Lehman Brothers may be considering shopping around $30 billion in beat-down commercial mortgage-related assets, according to a report in the New York Post from last Friday, which cites anonymous insider sources. ...
Wachovia, now with A.G. Edwards under its wing, unloaded a whopper of bad news yesterday, reporting a second quarter loss of $8.9 billion, or $4.20 per share; that’s nearly three times more than some analysts expected. ...
I'd hate to run into Michael Panzner at a cocktail party. Talk about bringing a person down. In his revised and updated book, Financial Armageddon: Protect...
Cannon’s Concepts For Professionals: A Complete Library of Essential Financial Concepts
This reference book was updated for 2008 and now contains over 900 pages of information on essential financial concepts and wealth management strategies for your work with wealthy clients. The book not only contains brief summaries of each topic, but it also contains many useful diagrams and charts that can be used with clients when explaining difficult financial concepts. The information in this book meets current FINRA/NASD guidelines....
