(Bloomberg) -- Yale University’s endowment earned $2.6 billion in investment gains in fiscal 2015. A proposed bill in the Ivy League school’s home state of Connecticut is eyeing a share of the bounty as a source of revenue...
The numbers don't add up.
The numbers from the recent academic study on the high percentages of “bad brokers” still serving clients at financial advisory firms got a lot of attention in the press (“The Wolves of Wall Street Are Everywhere,” wr...
Roll the dice. | Sergey_P/iStock/Thinkstock
Retail investors tend to buy high and sell low. But that’s not what investors are saying this go-round, according to a survey by AMG Funds of 1,000 affluent individuals. Only 7 percent of respondents...
When advising clients who are considering the best ways to make significant charitable gifts, it can be helpful to begin with what I refer to as the “anatomy of a gift.” In addition to who’s making the gift and why he’s...