Louis Stanasolovich, a financial planner with Pittsburgh-based Legend Financial Advisors, recently had to scramble to find errors-and-omission insurance when his former carrier, Evanston Insurance, pulled out of the E...
On Jan. 15, 2003, a phone call abruptly transformed me from a freelance contributing editor to Registered Rep. magazine into an infantry officer bound for Iraq. As a national guardsman, I was aware that I could be...
In 1975, Charlie Ellis, a consultant to institutional investors, famously observed that investing was a loser's game. Like amateur tennis, he wrote in the classic Winning the Loser's Game, investing is an activity in...
The alternative minimum tax: It isn't just for rich folks anymore. Originally established in 1969 to close loopholes that allowed 155 wealthy Americans to escape income taxes the previous year, the AMT is muscling its...