Judging from the topics discussed at the January 2011 Heckerling conference in Orlando, Fla., the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (the 2010 Act) and its implications are on the mind of almost every...
Misperceptions about what hedge funds do need to be set straight. Individuals won’t be able to make educated investment decisions about them unless they understand what they are—and are not.
But local wealth management executives say the Los Angeles market isn't saturated--yet.
A short interview with Edward Mora, chairman, Certified, Financial Planner Board of Standards' Disciplinary and Ethics Commission.
Which is it? Depends on who you talk to, but public non-traded REITs are building a war chest. The pros and cons.
American Funds, the nation's second-largest fund family, recorded substantial asset outflows last year. Yet, the fund family has been ultra-successful over the long term. Is it time to buy American Funds?
To help manage risk, consider a breed of resilient bond funds that go short.
Fee-only planners under 33 have a new place to network.
New upgrades to financial planning software might help protect against extreme market events. And calm clients' frayed nerves.
Founder and CEO, The MDE Group, Morristown, N.J.
