Matthew Green, an 18th century British poet, once reflected upon a personal ethos that today’s equity investors might do well to embrace: “Thus, I steer my bark, and sail on even keel, with gentle gale.”
The tempest roiling the market nowadays c...
Three straight years of negative returns for broad commodity benchmark indices, such as the Dow Jones-UBS Commodity Total Return Index, have led some investment advisors (and their clients) to begin questioning the rationale for including...
Industry regulator FINRA pulled back from its proposal to collect and retain sensitive client information as part of a planned compliance system, according to a notice published Tuesday...
An advisor recently asked me to evaluate a structured CD he was considering; the market linked CD paid a variable coupon derived by the performance of a basket of 10 stocks.
Why are we interested?
For this particular investment, the correlation...
Woodbury Financial selected its new president and CEO from within the ranks, tapping former vice president of and field development Rick Fergesen to lead the firm Monday.
Fergesen takes over the role as president and CEO in charge of leading Woo...
Barbara A. Noah, professor, Western New England University School of Law, Springfield, Mass
• New revenue procedure provides method to obtain extension of time to make portability election for certain estates—Revenue Procedure 2014-18 describes the method for applying for an extension to elect portability for a decedent&rsquo...
Robert H. Sitkoff, John L. Gray Professor of Law, Harvard University, Cambridge, Mass.
Stewart E. Stark and Melanie B. Leslie, professors of law, Benjamin N. Cardozo School of Law, Yeshiva University, New York
