One of the most important issues for small, closely held businesses is that of business continuity. This can be a concern in the face of a variety of obstacles. One of the most important areas of concern is related to a business interruption in the face of a partnership. Creating a new business entity with…
The convertible bond market is practically an asset class all to itself because of the hybrid nature of these instruments. A convertible bond is essentially a bond issued by a corporation that allows holder to convert the bond to stock based on a predetermined formula. This is typically an option and not a requirement. So…
In recent years the mutual fund industry has seen an enormous expansion of alternative investing strategies which have made a variety of investment approaches that had historically been available only to the high net worth investor, available to the general public. There are a whole host of alternative strategies to choose from, each with the…
Albert Einstein was once purported to have said that compounding interest is “The most powerful force in the universe.” While the statement was likely intended to be facetious, it is a powerful force nonetheless. The power of compounding is significant. Compounding is the principle of earning a rate of return on your prior rate of…
Self-employed investors, understand more than anyone, the importance of a return on their investments. Self-employment offers many potential tax benefits, which can be a lure to those who choose to follow that path. While there are various tax benefits through tax deductions, a small-business retirement plan is often overlooked. Maximizing these benefits for those that…
There are significant differences between a traditional Exchange-Traded fund (ETF) and an actively managed Closed-End fund which can be confusing to the average investor. There are certain basic features that one should understand before utilizing these solutions as investment options. The first thing an investor should understand is what an ETF actually is and how…
Retirement is something that can require a great deal of planning. This involves investing, insurance, taxes, pension decisions…etc., and many of these decisions revolve around timing. An individual’s age and/or age of a spouse may play a substantial role in making important decisions. A common question for many pending retiree’s is often, “When can I…
Long-Term care insurance can be controversial. Unlike other insurance solutions, the decision as to whether you should own this type of coverage is up for debate. As with all financial decisions, this should be researched and determined with a great deal of thought. For many people, a great deal of concern as our population ages,…
One of the lessons learned in recent decades resulting from multiple market corrections and periods of increased volatility is that portfolio management has become more dynamic. Traditional asset allocation models of equities, fixed income, and cash equivalents may not be sufficient for growth and income oriented portfolios. In certain cases, alternative asset strategies may be…
Inflation is defined as the general rate of increase in the cost of goods and services and is the hidden tax that evaporates our purchasing power over time. Inflation is the result of more dollars chasing after fewer goods. Inflationary risk is one of the many risks that investors must cope with in the grand…
Disclaimer: This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe is reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED WEBSITE.
