Kevin Matras goes over the importance of screening and
back-testing. See how you can increase you odds for success, and get three new stock picks for this week.
RBC Dain Rauscher is continuing its recent streak of acquisitions, part of an effort by Canadian parent Royal Bank of Canada to build a bigger presence in the lucrative U.S. wealth management market. Dain announced today plans to acquire Ferris...
This week, Kevin Matras shows you why looking for stocks
with upgraded broker ratings can advance your portfolio to a whole new level. Then see how the Zacks Rank makes it even better, and get three new stock picks from this week¹s screen.
Supremes rule on Knight: A unanimous U.S. Supreme Court on Jan. 16, 2008, ruled that trust investment advisory fees (IAFs) are subject to the 2 percent floor, handing a defeat to banks and taxpayers who'd hoped all IAFs would be found to be fully...
The latest comprehensive study of blockbuster donations confirms what charitable planning advisors know intuitively: Higher education gets the greatest number of mega gifts. Next come health/medical organizations, then arts/cultural groups, with...
The Florida Trust Code (FTC) was enacted as new Chapter 736 of Title XLII of the Florida Statutes (F.S.) and went into effect July 1, 2007. While generally modeled after the Uniform Trust Code (UTC), the FTC embodies only 60 percent of the UTC's...
Prospective donors often ask us whether a donor-advised fund (DAF) or a private foundation (PF) is better for charitable giving. It's only partially correct to say that the best instrument depends on the donor's circumstances and preferences. For...
In Revenue Ruling 2006-26,1 the Internal Revenue Service focused on two fiduciary accounting rules involving payments from an individual retirement account (IRA) to a trust intended to qualify for the estate tax marital deduction. Both rules came...
For decades, discretionary trusts have been part of the estate planner's arsenal. These types of trusts have significant advantages, including the flexibility to deal with changes in circumstances. But there are significant differences between...
There is no doubt that one of the most difficult areas of valuation is quantifying and justifying a lack of marketability adjustment. While it is undisputable that some downward adjustment is justified to account for a lack of ability to convert...
