Investment

Choosing among various charitable-giving options can be a challenging proposition for your clients. The most common options are creating a private foundation (PF), contributing to a donor-advised fund (DAF) or making an outright donation. If your...

As the Obama administration and Congress struggled to push financial reform legislation over the finish line, the financial markets enjoyed strong and relatively strong performance over the first half of 2010. This was consistent with the...

When the time comes for your client to sell or gift shares of stock in a privately held company, how do you determine the value? Valuation experts use various approaches to arrive at a company's value and come up with a conclusion. Often that...

Mean-variance theory, like a lot of other fondly-held beliefs, has come into question since the financial crash in the fall of 2008.