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What factors impact marketability discounts in restricted stock transactions? Typically, an investor's expected holding period is the primary determinant of the size of the marketability discount. But the regulations governing restricted stock...
Just a small segment of the advisor industry accounts for most of the sales of variable annuities in the U.S., so for insurers who are concerned about the long-term growth of the industry, getting more advisors on board to peddle their products is...
How do you become an educated consumer when you're checking out colleges and universities? If you ask your clients this question, the answer you hear back will probably be something like this: Heck if I know. With so much at stake, it's a shame...
According to a recent survey conducted on behalf of American Express, 57 percent of twenty-somethings are still relying on their parents for financial support...
Individuals who receive professional financial advice are more likely to be prepared for retirement, no matter what their income level is, according to a survey by Brightwork Partners and sponsored by Putnam Investments.
While the downturn of 2008 devastated mutual funds, there was one side benefit, albeit a perverse one: Investors had little reason to worry about capital gains at tax time. Now that the bull market is in its third year, many funds are again...
