Its not the strongest but most adaptable to change who survive Charles Darwin
Information and news for a Changing World
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 met with fear and derision. A cold shiver runs down the spine of many an investor that hears it spoken aloud. The word is: [...]
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 well need to be turned on its head. Since World War II, general levels of trust—in each other, in business, and in government institutions—have steadily declined. [...]
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 kinds of securities – stock index futures, stock market index options and stock options.
The result often increases the
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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 even know why I’m crying.”
At first I’m silent, but right there with him. I want to give him the space to see what comes to him.
Eventually I [...]
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 trusts offers asset protection for children as well as many other ways to reduce taxes while providing for and protecting your family members or others and, at the same time, [...]
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 High Net Worth Individual practice
Although every day lately seems to bring yet another morsel of negative economic news, wealth planning is one area in which you can benefit from [...]
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 blight they came up with a plan that is innovative in the annals of redevelopment … a free college education for graduates of their public school [...]
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. And neither is handling your investment accounts during the change.
Ask anyone recently retired about the adjustment process … according to a poll done by American Demographics®, [...]
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 a part of our national culture and raised important legal issues for those who choose to so live.
Unlike married partners, those who cohabit do not [...]
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 abundance, now there is less; and older children who have come to depend upon their parents for financial support have, in some cases, tapped out [...]