Despite current laws that reduce the estate-tax bite, survivorship life insurance is making a comeback as an estate-planning tool among some advisors. With Democrats in control of Congress, and a good chance that a Democrat will take the White...
Back during the Great Buying Panic of the 1990s, when making money in stocks was as easy as putting in a buy order for QQQ, Federal Reserve Chairman Alan Greenspan was called, The Maestro. Greenspan was considered to be a magician in his nearly 19...
Registered Rep: United Capital is a holding company that buys registered investment advisors (RIAs) all over the country. Describe your firm. Joseph Duran: We are a national wealth-management firm that owns signature financial practices around the...
Fidelity Investments is paying big bucks ($3.75 million) in fines for, among other things, playing with little people. Thirteen Fido employees accepted pricey presents from clients, including concert and Super Bowl tickets and, of course, a crazy...
Drinking and driving is a very bad idea for a lot of reasons. But did you know how bad it can be for your job? If you have between two and five prior DUI misdemeanor convictions within three to twelve years, thirty-seven states will charge the...
Seminar Scammers Busted The SEC has filed civil fraud charges against Linda Woolf and David Gengler, promoters of Teach Me to Trade (TMTT) classes, mentoring and computer software programs. In infomercials, and a handful of free seminars held in...
Raising five kids in any U.S. metro area means big bucks if you want the best in education a challenge well known to one affluent family who faced a total bill of about $2 million spread around among private schools, private colleges, books...
It goes with the territory: During high-anxiety times like these, when market volatility makes even the strongest stomachs churn, you can expect to deal with more than your share of jittery clients. But nervous clients are not the only kinds of...
The market may be ugly, and the economy may be teetering, but the major wirehouse firms aren't cutting back on the dough they're throwing at new recruits. In fact, the deals offered by the Wall Street majors have only gotten bigger, reaching a new...
It is a delicious bit of irony that the high-income earners who usually foot a disproportionate share of the federal income-tax bill are also (by definition) precluded from funding a Roth IRA. Therefore, their income-tax rate during retirement may...
