Roll the dice. | Sergey_P/iStock/Thinkstock
Retail investors tend to buy high and sell low. But that’s not what investors are saying this go-round, according to a survey by AMG Funds of 1,000 affluent individuals. Only 7 percent of respond...
When advising clients who are considering the best ways to make significant charitable gifts, it can be helpful to begin with what I refer to as the “anatomy of a gift.” In addition to who’s making the gift and why he’s...
A capitalist economy only can flourish if the rewards of capitalism are equitably shared with the workforce. Championed by the son of Huey Long, employee stock ownership plans (ESOPs) have made that possible since their adoption in 1974. The...
