It’s often easy to make New Year’s resolutions, but much harder to keep them once the ball drops. As January approaches, many advisors are thinking about what they want to accomplish in the New Year...
This is my 34th year in the investment business. You might not be aware that I trained and worked at Drexel Burnham my first nine years in the business. Michael Milken was the driving force behind the success and profitability of my original firm...
Every year around this time, close to half of all Americans engage in a traditional rite of self-improvement: making New Year’s resolutions. The most popular declarations by far tend to revolve around becoming healthier, finding a new job or...
As part of the American Taxpayer Relief Act of 2012, Congress made permanent the portability of estate tax exemption between spouses. Although this change was supposed to be a simplification for married couples, after a year of experience...
What will Santa bring for Christmas … does he exist at all? Yes he does, his name is Bernanke and he has a stock market rally to share and good holiday cheer for all!
Take a look back at WealthManagement.com's top 5 rankings of 2013.
2014 is the Chinese ‘Year of the Horse,’ which highlights your-ethos and making efforts to improve yourself. People born in the “Year of the Horse” are said to be ingenious communicators and seek the limelight. These...
I’ve been managing money for over 25 years and rarely have I seen the level of craziness and insanity in both our politics and financial markets in the U.S. I’m frightened of this deepening manmade disaster that’s unfolding...
Managing Client Expectations
Tuesday: With market participants viewing the Fed’s tapering decision as “a coin flip,” share prices generally declined. Bond yields were a bit lower. The dollar was mixed...
