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…
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…
“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…
A Recession Regression Part 2 of 2
Click here for Part 1 face with his hands, the money still held tightly. His crying continues until he finally says, “I don’t know what this is about. I don’t…
Wealth transfer opportunities: A silver lining in today’s economy Part two of two
Wealth transfer opportunities: A silver lining in today’s economy Using trusts to transfer wealth Part two of two by Richard Kohan Partner, Private Company Services/Personal Financial Services The use of…
Wealth transfer opportunities: A silver lining in today’s economy Part one of two
Wealth transfer opportunities: A silver lining in today’s economy A two-part series Developing a sound approach Part one of two By Richard Kohan, national partner-in-charge of PricewaterhouseCoopers’ Private Company Services…
Funding for College
by Wendell Cayton The folks in Kalamazoo, Michigan have it right … the key to an economically viable community and society can be found in education. Struggling with rust belt…
Flipping the Switch to Retirement
by Bruce Fenton Flipping the switch from work to retirement mode is not quite like flipping a switch to light a room. It is not a black and white transition.…
Cohabitation Raises Legal Issues
It’s a fact…according to the 2000 U.S. Census, the number of unmarried partner households rose 72% nationwide during the ’90s. Changing values and economic conditions have combined to make cohabitation…
Teaching Children About Money
Among life’s important little lessons to pass along to our children is how to handle money. Shrinking stock market returns are echoing through family structures, and where there was once…