Historical Society loses lawsuit against Foundation for money to preserve Sagtikos Manor on Gardiner’s Island

Let him. | Copyright Mario Tama, Getty Images It's an old-wives tale at this point: When the markets are bad, buy gold. Not so fast, according to data analytics platform Kensho. The firm looked at the past few market drops and how the prec...

Sticking to a disciplined plan is the key to investment success

A recent conflict reminds us that all still is not legally well for same-sex couples

The Senate Finance Committee approved, by a 23 to 3 bipartisan vote, a two-year extension of four expired charitable laws; plus extension of over 50 others. Mindful that the legislative path takes unexpected twists and turns, the next step would...

Let’s look at the windfall elimination provision, which is used to reduce a worker’s Social Security benefits to offset the perceived windfall.

Many broker/dealers still provide their advisors with an annual conference, complete with award dinners, appreciation events, and spousal activities. But Raymond James’ Tash Elwyn writes on LinkedIn that the more family-oriented firm events m...

The average amount of debt a student will accumulate in college continues to climb.  It's been estimated that graduating undergrads from the Class of 2015 left college with the highest amount of debt ever incurred—more than $35,000, on average...

Estate planning mistakes are common. Too often, there’s failure to execute a last will and testament or update beneficiary information on life insurance and qualified retirement accounts. Luckily, most estate planning attorneys can ably...