We’ve mentioned it here before, but it’s worth saying again: Nearly half of a stock’s price movement is tied to the performance of its respective group (sector and industry).
Peter Wuffli was replaced as CEO of UBS last week after the firm realized millions of dollars in losses in an internal hedge fund, according to published reports. Marcel Roehner, who was previously deputy CEO and head of global wealth management...
Trustees of individual retirement accounts (IRAs) have increasingly seen participants turning to nontraditional or alternative investments in their accounts. These investments include not only real estate but also mortgages and closely held...
The general tax rule is that trusts compute their income and deductions as if they were individuals.1 Probably the most significant exception to this rule is the charitable deduction: The rules are so different for trusts that it may be easier to...
Dear Editor: The March issue's, Charitable Giving, column in the Briefing section described private letter rulings issued to Harvard University in 2003 and to other universities starting in 2006. The technique outlined in the rulings and described...
About eight months ago, my wife was diagnosed with multiple sclerosis (MS). We immediately started to learn everything we could about the disease, so that we could make informed decisions concerning treatment, lifestyle and other critical issues...
Sometimes we like to see the bad guys win for a while who wasn't rooting in a way for Tony Soprano? But we always feel better when the good guys emerge victorious in the end. That's essentially the plot of every action blockbuster. Unfortunately...
David T. Leibell and Daniel L. Daniels of Cummings & Lockwood LLC in Stamford, Conn. report: On June 14, 2007, the Internal Revenue Service released for public comment a discussion draft of a redesigned Form 990, Return of Organizations Exempt...
In 2006, the average CEO of an S&P 500 company received $14.8 million in total compensation, according to the Corporate Library. That's a 9.4 percent increase from 2005. Those sound like some pretty big numbers especially to the Democratic...