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Some wealth owners set up charitable foundations to keep their families together after mom and dad die. But too often these entities exacerbate or even create divisions within the family. Also, family members can have conflicting visions of the...
For almost 25 years investors have experienced general appreciation in the value of their investments. However, the last few months may have left many of them wondering if that's about to change. What's more, those with considerable wealth also...
Fidelity Investments is paying big bucks ($3.75 million) in fines for, among other things, playing with little people. Thirteen Fido employees accepted pricey presents from clients, including concert and Super Bowl tickets and, of course, a crazy...
It goes with the territory: During high-anxiety times like these, when market volatility makes even the strongest stomachs churn, you can expect to deal with more than your share of jittery clients. But nervous clients are not the only kinds of...
It is a delicious bit of irony that the high-income earners who usually foot a disproportionate share of the federal income-tax bill are also (by definition) precluded from funding a Roth IRA. Therefore, their income-tax rate during retirement may...
Ask a financial expert about the biggest pitfalls that small businesses encounter at tax time, and they'll probably point to a lack of planning. Last ditch efforts, like paying off expenses and putting money into a retirement account, may...
With credit markets jittery and the economy on the lip of recession (or in recession, depending upon whom you ask), real estate funds have plummeted. During the 12 months ending in January 2008, the category lost 21 percent. Should investors stay...
Bear markets are shrinking. According to Leuthold Weeden Institutional Research, in a typical post-WWII bear market, the S&P 500 declined 30 percent over 15 months. By comparison, bear markets typically saw declines of 37 percent over 20 months...
Academics have long scorned actively managed mutual funds. Instead of spending money on managers who attempt to beat the market (however that is defined), academics argue, investors should stick with index funds. Lately the index proponents have...
