September 01, 2010 Some outsourced, third-party functions are overlooked....
September 01, 2010 Women carry nearly half the coverage as men, study finds....
September 01, 2010 Investors risk serious losses for holding periods longer than a day or two....
August 31, 2010 Some insurance policies exclude losses under the Jones Act, more formally known as the Merchant Marine Act of 1920.
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August 27, 2010 New benchmark is designed to manage investment risk....
August 16, 2010 Attacks on cruising yachts are on the rise. ...
August 09, 2010 A survey of private equity executives released by Eisner LLP on Friday, August 6, suggests that market activity is improving. ...
August 05, 2010 Merrill Lynch Wealth Management assembled a panel of experts for a Webcast on Monday, July 19, to discuss why they believe taxes will rise, what form these increases are likely to take and how higher rates may affect taxpayers....
August 04, 2010 Lowering yacht-related expenses while maintaining a valuable investment....
July 08, 2010 The global economy is recovering faster than expected but Europe's debt crisis might stall the rebound and governments need to shore up shaky public confidence, the International Monetary Fund said Thursday, July 8....
June 16, 2010 Advisors expect higher taxes and regulations to change their way of doing business....
June 14, 2010 All aspects of consumers’ financial picture are ‘concerning.’...
June 01, 2010 In global survey of the wealthy, a focus on risk and wealth preservation...
May 26, 2010 Thirteen cities of 20 down in March; low mortgage rates and tax credit can’t overcome market weakness....
May 24, 2010 If Keith Martin’s view of historical trends is correct, then the worldwide economic crisis may soon be coming to an end....
May 20, 2010 CPI dropped 0.1% in April, Labor Department says...
May 19, 2010 New home permits drop, Commerce Department report says...
May 17, 2010 Fannie Mae has much more to lose, equaling heavy taxpayer liability...
May 11, 2010 It turns out the ‘tsunami’ of Roth IRA conversions was little more than a ripple...
May 11, 2010 Vintage cars need a specialty touch....
May 04, 2010 Ann Ficke won’t contribute to her IRA this year, even though she did last year....
April 29, 2010 Congress announced hearings into the potential impact the monetary crisis in Greece will have on markets in the U.S. and abroad. ...
April 20, 2010 While the high yields are attractive for some investors, it is essential to understand all of the risks behind the high yields of reverse convertibles. Enter with eyes wide open. ...
April 20, 2010 In exclusive interview, SEC Chairman comments on Dodd bill, fiduciary standard, and SEC staffing...
April 20, 2010 Italy’s famed 1,000-mile long vintage racecar rally has its roots in the Brescia Automobile Club, which launched the first race in 1927....
April 13, 2010 Like great paintings and sculptures, rare automobiles represent more than just an investment to buyers. ...
April 07, 2010 A new research paper from Contango Capital Advisors examines the shortcomings of academic thought in developing models ...
April 06, 2010 Keeping a home flu-free may be impossible, especially if there are many domestic employees constantly coming and going. ...
March 31, 2010 Curian Capital, a Denver-based asset management firm, has added two products to its stable of custom portfolios...
March 22, 2010 Discouraging employees from coming into work when they have flu is good. Keeping them from catching the flu is even better....
March 18, 2010 One firm that has developed a technique for helping pension funds assess managers' skill and monitor performance, Inalytics, won “Investment Consultant of the Year” and “Software Provider of the Year.” ...
March 01, 2010 Wealth managers need a broader understanding of personal insurance solutions that quietly (and boringly) complement financial advisory services....
February 23, 2010 Want to know what makes insurance policyholders feel they’ve gotten their money’s worth? It’s something so obvious you just might miss it. ...
February 16, 2010 Before they sit down with their risk advisor to renew their personal insurance for 2010, here are a few questions worth asking your wealthy clients. ...
February 03, 2010 As a warm reminder of simpler times, the appeal of a roaring indoor fire is without equal. A fireplace has its price, though. And it can run much higher than the cost of a cord of wood for those owners who don’t exercise proper care....
December 21, 2009 A luxury car parked in a mall lot is temptation enough for opportunistic crooks. Yet many overloaded shoppers in the midst of an all-day outing will make matters worse by using their car’s backseat to store purchases....
December 15, 2009 Before inviting people into their homes, there’s a list of potential exposures clients should consider. A client’s home will never be more vulnerable than it is during the holidays. ...
December 10, 2009 A set-it-and-forget-it attitude among LLC members is understandable. But passive as the LLC may be in its operation, compared to alternatives, it’s hardly without governance requirements. ...
December 08, 2009 Many parents may not have realized that should the unthinkable befall their adult children, they may not be able to freely consult doctors on their condition and care options. ...
December 03, 2009 As wealth managers hunt for hedges against the dollar’s decline, S&P launches an index that lets investors, "participate in the returns of the U.S. equity market while hedging against a decline in the value of the U.S. dollar versus gold.” ...
November 30, 2009 Currencies can be an effective diversification tool. This currency strategy can be valuable, especially after the past two years in which almost every type of asset tended to go to a correlation of one. ...
November 24, 2009 Many advisory firms are small enough and different enough from the mega-sized banking, insurance, brokerage or other financial services firms that a lot of the research or traditional “wisdom” about managing risk just doesn’t apply....
November 16, 2009 When does it make sense to borrow to pay life insurance premiums?
The answer may surprise wealth managers.
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November 09, 2009 Wealth managers and estate planning attorneys are quick to recognize the value of trusts and LLCs, but tend to overlook the serious, but less obvious, challenges of insuring such legal entities. ...
November 06, 2009 Many younger people (and a few older ones) have been culturally conditioned to not only say something, but to include regrettable photos and videos, too, if that’s what it takes to get some attention. ...
October 27, 2009 Few among us are 100% sure of having the resources necessary to fund long-term care in our elder years. ...
October 09, 2009 For all that market volatility and attendant risk, the collateralization of art has for some time had its place within wealth management. ...
September 28, 2009 Although obviously all forms of investing are affected by the stock market’s recent decline, an important longer-term trend involves socially-responsible investing (SRI). ...
September 14, 2009 Wealth managers who’ve readied clients financially for sending a child to college face an even harder task: Helping them prepare for the increased risks their kids will be shouldering away at school....
August 20, 2009 In Making Sense of the Dollar, Marc Chandler journeys afield from standard forex territory, into labor market mobility, socialism, manufacturing, technology and productivity. More specifically, the book offers some thoughts for portfolio construction. ...
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