features Estate Planning Promissiory Note Problem Banks still don’t have their marching orders from The Treasury on how to verify new customers. By Benjamin N. Feder, Katten Muchin Zavis & Rosenman Charitable Giving and Philanthropy The...
Opponents of Salomon Smith Barney’s CAP Plan, a deferred compensation plan which requires employees to contribute wages through payroll deductions to purchase restricted shares of company stock, have been shot down repeatedly in...
The Multi-family Office model is rapidly becoming the most sought after platform for serving the ultra-affluent. Evidence of this change abounds. For example, an increasing number of private family offices are opening their doors to outside...
The Supreme Court has reaffirmed its stance that the arbitration forum is the proper venue for deciding brokerage cases. The high court recently ruled unanimously that an arbitration forum—not a court—will decide when a...
There is a new financial product in town and it just might be the ticket for customers looking to hedge some of those weak performers in their stock portfolios. On November 8 security futures began trading at OneChicago LLC, a joint venture of the...
Have your clients asked about the performance of covered writing? Writing covered calls, also known as the Buy-Write Strategy, is a basic options strategy, and it is a favorite among income-oriented investors. This article will first explain how...
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SEMINARSLearn options from experienced industry leaders! The Options Institute Seminars are designed to teach participants how to meet their investment goals. Topics range from the basics of options to uses of advanced strategies. To see a current...
