For those who advise clients on tax and other financial issues, the final weeks of the year are always a time for careful planning and action. This year is no exception. What makes this year different, however, is the level of uncertainty that...
Over the past few years, financial advisors, estate planners and investors seeking a source of regular income have become increasingly aware of the benefits of master limited partnerships (MLPs). MLPs are limited partnerships that are traded on...
When merely above average returns over the short run can add up to stellar results over the long term.
The ultra-high-net-worth investor has developed a growing appetite for hedge funds and other alternative investments, a new report by Spectrem Group says. A survey of more than 100 households with net worth of $25 million or more, excluding...
The record for gridlock is good for investors, but history may not repeat itself this time.
On a tear since 2001, is the yellow metal topping?
Over the last decade, trust law has undergone a transformative evolution. It's becoming commonplace for trust settlors to design so-called directed trusts and to transfer existing trusts to new jurisdictions to become modified as directed trusts...
Five months after Bank of America sold it off to private equity firms, First Republic Bank announced today that it plans to go public. The firm plans to raise $285.1 million, and will sell 11 million shares of common stock at an estimated price...
