Diversification by Speculation
Diversification by Speculation by Daniel Cross, ChFC There is a naughty word whispered occasionally among investors. It has been heard in homes, jobs, and golf courses across America and equally…
Rich Harvard, Poor Harvard
For years, administrators at Harvard University could throw money at anything that tickled their fancy. A new medical school building for $260 million? Sure. A massive, Robert A.M. Stern—designed addition…
The New Trust Formula: Verify—Then Trust
By Andrew Sobel One of President Ronald Reagan’s favorite expressions, which he often used in his negotiations with the old Soviet Union, was “Trust—But Verify.” Today, that expression may very…
More Than 167,000 Fans Flock to Target Facebook Page Helping Donate $3 Million to Ten Charities
More Than 167,000 Fans Flock to Target Facebook Page Helping Donate $3 Million to Ten Charities With over 77,000 Votes, St. Jude Children’s Research Hospital(R) Wins $797,123 MINNEAPOLIS, May 26…
How Much is $100 Million?
How much is the $100 million dollars in budget cuts compared to the federal budget as a whole? This video imagines the budget as $100 in pennies to provide the…
Business Succession Planning
By Chris Toomey When developing a succession plan for your business, you must make many decisions. Should you sell your business or give it away? Should you structure your plan…
“Triple Witching Hour” – What You Should Know About This Estate Planning Phenomenon
Triple witching hour is the last hour of the stock market trading on the third Friday of every March, June, September, and December. Those days mark the expiration of three…
Philanthropy in Hard Times
Paul Brest and Hal Harvey The global financial crisis is creating severe hardships for individuals and reducing government budgets for relief. The crisis has placed great stress on nonprofit organizations…
Now More Than Ever Philanthropists, Foundations, And Not-For-Profits Need To Make Sure That Their Money Is Well Spent
A new generation of philanthropists has come of age. Self-made, focused on accountability, and determined to be as successful giving their fortunes away as they were making them, these hands-on…
Maximizing retirement compensation for senior executives
By Alan Goldfarb Participation in qualified retirement plans, such as 401(k)s or some other form of a defined-contribution plan, has always been a mixed bag. Often, despite considerable efforts from…