In February's story Corporate Debt Goes Retail, we should have named La Salle Broker Dealer Services as a sponsor of retail corporate notes. The chart appeared on page 50 and listed La Salle's corporate parent, ABN AMRO, as the sponsor. The...
In the pro shop of a Florida golf course, I was introduced to a man who, I was told, was worth more than $100 million. I was there to try to entice him to invest in a Reg. D offering I was then representing as it happens, a fund of venture capital...
Diversification—to an extreme—is worth a look. How extreme? Some extreme fund managers own everything from common stock to converts to bank debt—all to their investors' delight.
Life planners pinpoint their clients' larger goals—repairing broken relationships with grown children, say, or becoming more involved in community activities—and then design a financial plan to make those desires a...