Since the early 1980s, the will for married people has changed very little, but beginning next year, couples will be well advised to revisit those estate documents. In 2005 a provision of the 2001 Tax Act kicks in, reforming the way federal and...
On April 30, 1990, the Securities and Exchange Commission implemented Rule 144A, which it viewed as the first step toward achieving a more liquid and efficient institutional resale market for unregistered securities.1 The rule enabled less-than...
Saving for college is simple if a financial advisor is possessed of a Kreskin-like ability to predict the future of the tax code, financial aid programs and investment returns while also correctly anticipating if, when and where a client's...
Tending to the financial needs of a family-owned small business is a complex affair, but it's not nearly as unique a task as it might seem at first blush. To be sure, the owners of these businesses have a number of concerns that set them apart...
Rollovers inspire yawns in most advisors and not just because the word reminds them of their mattresses. Over the years, the subject of rollovers has been overexposed. But there is good reason for that: They are an incredibly important segment of...
Initial public offerings are lessons in onomatopoeia for a company's founders: goes the stock immediately after the offering; Hee Hee! go the founders when they start counting their money. All too often, though, these sounds are followed by a as...