When Lehman Brothers filed for bankruptcy in September of 2008, the Reserve Primary Money Market fund announced that its price per share had dropped below $1.00. ...

Technology that does more harm than good is a familiar sci-fi theme. For people who can afford the best, however, truth often proves scarier than fiction. ...

Tax-code changes have averaged one-per-day over the past eight years—with 500 changes in 2008 alone, National Taxpayer Advocate Nina Olson announced in her annual report to Congress on Jan.7. ...

During 2008, health funds lost 23.3%, according to Morningstar. While shareholders may have seen little reason to cheer, the group did outdo the S&P 500......

The bear case for the dollar and 30-year government bonds is pretty easy to make: As deficits grow, and the U.S. continues to borrow heavily to finance increased government spending, China and other big buyers of our debt will lose confidence. ...

Global Trends Investments’ entrepreneurial investment approach appeals to business owners who make up the bulk of its high-net-worth client base, according to the firm’s founder and president Tom Lydon. ...

There is plenty of blame to go around for the financial meltdown of 2008. Culprits range from dozy regulators to feckless investors to consumers who didn’t bother to read the fine print. ...

Some market participants are concerned that as global financial markets normalize, investors will abandon low-yielding Treasuries in favor of more attractive options. ...

Today’s tax law changes, volatile markets and low interest rates may unleash something that your client is not ready for—the law of unintended consequences. ...

The position of client service administrator (CSA) has not only become pervasive throughout the wealth management industry, but has also become the backbone of many of the service capabilities a wealth management team provides. ...

Trust: Clients seek it; you’ve earned it. But in the post-Madoff era, even established registered investment advisors are tainted by the public skepticism....

Portfolio managers, advisors and investors alike were relieved to close the book on 2008 and look forward to a hopefully better 2009. Unfortunately, the impact of the year’s market will linger long after portfolios have recovered....

While investors and retirement accounts have felt the pain of the past year’s massive stock market losses, non-profits have experienced a perfect storm....

For the past few months, I’ve expressed how current market conditions, combined with certain estate and tax planning strategies, can produce remarkable results...