Family limited partnership assets were included in a decedent's estate under Internal Revenue Code Section 2036(a)(1). Once again, the IRS has triumphed over a family limited partnership (FLP) this time in a fight over the estate of a war hero's...

Insurance companies are cutting benefits and hiking fees as their investment portfolios shrink

Proposal Calls for National Standards, and for an Oversight Body Experienced with and Committed to Enforcing the Fiduciary Standard

AICPA introduces guid for members on SEC and state regulations for investment adviser registration

Challenges to conventional investment wisdom abound these days. Now Jim Rogers says diversification is garbage—stick with what you know, pick the right basket, put all your eggs in that baby and let it ride.

In 2001 and 2002, insurance companies began introducing the guaranteed withdrawal benefit, giving VA owners a guaranteed income stream. The current bear market is forcing insurance companies to cut benefits and to increase costs.

In today’s Investor’s Business Daily, there is a wonderful quotation from a bank CEO that, I think, neatly sums up the problem caused by an activist government. Please go to VonAldo.com for more.

The study of behavioral finance tells us that people's fear of financial loss exceeds their desire for gain. This helps explain why most people, given a sum of money to invest, prefer to enter the market in stages rather than all at once

It seems counterintuitive, but qualified personal residence trusts (QPRTs) can make a lot of sense now. QPRTs are generally not considered effective in a low interest rate environment.