The way we gave in 2009 will be with us for a long time. Our country's economic crisis has occasioned a sea of change in the way individuals, foundations, corporations and the government respond to society's needs. That change will prove to be...
Turns out, most investors would probably turn to their friends and family before getting in touch with you for financial advice.
The year 2009 was less than two weeks old when Congressman Earl Pomeroy (D-N.D.) introduced a bill1 with the express purpose of legislatively prohibiting discounts for transfers of interests in family-owned holding companies when the underlying...
Here are a few strategies for uncovering assets and benefits your clients may not have even known about.
The year 2009 was very rough on retirement accounts. Not only did they take a hit from the economic downturn, but also many suffered because of swindlers like Bernard Madoff. And some were drained by the very rules, bureaucracies and agencies set...
The world’s largest private foundation bets big on venture philanthropy
Principal-Protected Notes are anything but protected FINRA says, and the SRO wants to make sure brokerages are making that clear to investors.
You gotta love Lloyd Blankfein, it’s true. The Financial Times on Thursday named him its Person of the Year because: “He has led for three years, not only navigated the 2008 global crisis better than others on Wall Street but is set to...
