Archive of: Finance

Issue

Title

College Funding FAQs July 11 2014

College Funding FAQs

I am heading to college in the fall. Should I borrow a “private” loan instead of a federal loan?

Risk tolerance and asset allocation July 11 2014

Risk tolerance and asset allocation

When building a portfolio, the first decision is your desired asset allocation. How much of your portfolio is to be invested in each asset class (stocks and bonds)?

3 options if you’re looking to sell your business June 27 2014

3 options if you’re looking to sell your business

Careful planning is the most important step

Business owners’ unique investment considerations June 27 2014

Business owners’ unique investment considerations

A one-dimensional approach is very risky

Shedding light on corporate successor liability June 13 2014

Shedding light on corporate successor liability

Recent litigation offers insight to businesses buying assets or seeking to collect a significant debt

The unaddressed dangers of high-frequency trading June 13 2014

The unaddressed dangers of high-frequency trading

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

A new paradigm for estate planning May 30 2014

A new paradigm for estate planning

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

May 16 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

The benefits of investing the old-fashioned way 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

The perils of historical delusion May 2 2014

The perils of historical delusion

Without considering context, rational decision-making is compromised

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