You may have heard this in our magazine before: Insurance is an important component of wealth management, and too few reps have made the effort to fit it into client portfolios. Well, we're beating the same drum, only louder this time, because so...
Here’s something that might make Al Gore smile: Clean energy is great for your investment portfolio, too. At least some recent research by The Leuthold Group suggests this could be the case. Leuthold has put together a list of 27 “...
Upon losing a Senate race to Stephen Douglas in 1858, Abraham Lincoln described the experience, saying he was reminded of that boy in Kentucky, who stubbed his toe while running to see his sweetheart. The boy said he was too big to cry, and far...
By now, you may have heard more than a few clients complain about the magnitude of the tax bills for short-term capital gains that they'll be paying in April. The rising market produced a gusher of trading profits in many funds, but the clients...
If you want to help fight the war on terror with your pocketbook, plunk down some loot in the Roosevelt Anti-Terror Multi-Cap fund. The tiny mutual fund, with just $14 million in assets, changed its name from Abacus Bull Moose Growth fund last...
New York Attorney General and Governor-elect Eliot Spitzer, is asking a Northern California court to disapprove the settlement terms of an overtime suit against UBS.
Getting your clients a piece of global M&A action—2006 has seen a near-record $3.6 trillion in deal activity—doesn’t have to involve ponying up massive minimums (and fees) for shares of a private equity fund or fund of funds...
