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  • Dec 24, 2014
    blog

    The Daily Brief: Crashing The Financial Party Like It's 1999

    David Tepper, the founder of Appaloose Management, warns that 2015 is shaping up to look a whole lot like 1999, the year that the dotcom tech bubble caused markets to spike before falling off a cliff....More
  • Dec 23, 2014
    blog

    The Daily Brief: Charitable Giving Guidelines

    A report on charitable giving found that 17.5 percent of donations are made in December, more than twice what is given in other months....More
  • Dec 22, 2014
    blog

    The Daily Brief: Behind the Screen

    The year 2014 is coming to a close, which means there's precious time running out to get clients's fiscal ducks in order....More
  • Dec 19, 2014
    blog

    The Daily Brief: Lawsuit: Schorsch Accused of Cooking ARCP's Books

    Lisa McAlister, ARCP's former chief accounting officer, has filed a $50 million lawsuit in New York State accusing former ACRP Chairman Nicholas Schorsch of ordering her to manipulate quarterly financial results....More
  • Dec 18, 2014
    blog

    The Daily Brief: What's Your Succession Plan?

    The SEC is working on a rule that would require financial advisors to create transitions plans in case or retirement or a major disruption in their business....More
  • Dec 17, 2014
    blog

    The Daily Brief: The Case Against Technology in Investing

    Anyone with a computer and an E-Trade account can trade stocks these days, but is that actually a good thing? Cullen Roche, the founder of Orcam Financial Group, argues that technology is adding to the "get rich quick" mentality of investors, who are ignoring the long-term....More

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