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Shedding light on corporate successor liability

Recent litigation offers insight to businesses buying assets or seeking to collect a significant debt
June 13, 2014

The unaddressed dangers of high-frequency trading

It is all about the speed of light, not the quality of the investment
June 13, 2014

A new paradigm for estate planning

People spend a lifetime creating an estate, yet spend little time planning it
May 29, 2014

Debunking the myths of lending money to family

Intra-family loans are one of the easiest and most effective estate-planning tools out there
May 16, 2014

The benefits of investing the old-fashioned way

Most products developed in the past few decades have made it more complicated for the average investor
May 16, 2014

The perils of historical delusion

Without considering context, rational decision-making is compromised
May 2, 2014

Three lessons ‘Downton Abbey’ can teach us about business

Lord Grantham can illuminate what not to do when securing your financial future
March 7, 2014

Revisiting the myth of tax deferral

Tax efficiencies should be an integral part of any sound investment plan
March 7, 2014

6 things 2013 should have taught us about the financial markets, but didn’t

It’s buyer beware, as the bull market turns 5
February 21, 2014

Transparency and the financial advisor

Any professional who doesn’t tell clients how they make their money isn’t being fully transparent
February 7, 2014

Navigating the complexities of valuing a business

Choosing the wrong approach could dramatically impact your company
January 24, 2014

The stock market in 2014: up, but volatile

In the short term, markets move on current sentiment; longer term, they move on fundamentals
January 23, 2014

10 ways to attract investors

There are a number of hurdles to clear before a business is ready to take the step
January 10, 2014

Taking stock of your family’s financial future

Whether inherited or newly created, getting your wealth was only half the battle
January 10, 2014

Crowdsourcing the transition called ‘retirement’

Not knowing what to expect psychologically and practically can create missteps
January 10, 2014
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