The Art of DiversificationBy: Andy Reynolds, MBA of Boardman Wealth Planning, Inc.History of Modern Portfolio Theory"The basic concepts of portfolio theory came to me one afternoon in the library while reading John Burr Williams's Theory of Investment Value. Williams...
July 2011 Archives
ANNUITIES: The Advisor's ConundrumWhen you come to a fork in the road, take it. - Yogi BerraBy: David F. Sterling, JDEditor's Note: This is the first in...
PREMARITAL AGREEMENTS: Validity Is Not Enough By: Linda J. Ravdin of Pasternak & Fidis A premarital agreement is a contract between two persons who intend to marry that determines their financial rights at the end of the marriage by death or...
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I DIG IT DivorceBy: Martin M. Shenkman, CPA, MBA, JDIntroductionIDIGT (pronounced: "I dig it") is another wonderful tax acronym for an Intentionally Defective Irrevocable Grantor Trust. Selling assets to an irrevocable trust has become the fav leisure activity of the...
Ode to the Trust - 1st SonataBy: Martin M. Shenkman, CPA, MBA, JDEditor's Note: This is the first in a two-part article by Mr. Shenkman on the management of trusts. The second part will be published in one week.Summary: So...