Wherever you stand on President Bush's proposal to revamp Social Security, you might thank him for handing you a bit of a selling opportunity. No matter what the outcome of the current debate is even if the debate ends in political gridlock and no...
FundAlarm.com may not be a household name, but the Web site, founded by Roy Weitz in 1996, has an influence more powerful than the 125,000 user hits the site receives a month, (about a third of them are on the site's discussion boards). It is a...
The saffron-colored erected in New York's Central Park by the artist Christo was recently cut down to size, literally, by 50-year-old Geoff Hargadon, a UBS broker. Hargadon, a resident of Somerville, Mass., created 13 three-and-a-half inch Gates...
Q: I joined my current firm in October 2003 and signed a contract that stipulated ticket charges would be $15. After only six months, the firm raised ticket charges to $25, and after another three months to $35. Because I complained and showed the...
A New York judge's recent decision in Estate of Dumont1 should give trustees reason to pause and re-evaluate the investment policies and procedures of any trust for which they act, that is governed by or may come to be governed by New York law...
It might be true that a person can never be too rich, but, as David Carmichael can attest, a person can get too rich too quickly. Four years ago, Carmichael, president of Rowland Carmichael Advisors in Scottsdale, Ariz., took on a new client who...
