November 03, 2008
World equity markets register worst month in historyOctober was the worst month ever in history for world equity markets; investors lost an estimated $5.79 trillion. Standard & Poor's data shows that the...
November 03, 2008
A Week in the LifeThis past week was spent largely on creating a Web site, talking to prospective new custodians, placing a large life insurance policy, servicing my clients,...
October 30, 2008
Advisors speak out on 151A[Editor's note: The public comment period for proposed SEC Rule 151A has been reopened through Nov. 17. When we wrote about the comment period recently, our advisors had plenty to say about it. Following are a sampling of comments from readers
October 30, 2008
Global REIT markets continue to cope with financial crisisAsia and Europe's public markets continue to outperform the North American REIT market. However, global REIT markets continue to cope with the credit crunch --...
October 30, 2008
New regulations for reverse mortgagesNew regulations regarding reverse mortgages will raise the loan limit on mortgages guaranteed by the federal government, according to the New York Times. The new...
October 30, 2008
Help the richNow long forgotten, in July 2005 the Congressional Budget Office expressed surprise at the extra $100 billion in unexpected tax revenue it received. There it...
October 30, 2008
CFO optimism plummets to all-time lowA new survey shows CFOs are increasingly uneasy about the U.S. economy and their own companies. Optimism sank to all-time lows in the third quarter,...
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