The ABCs of Mutual Fund Shares
December 15th 2009When no-load funds hit the market, load funds had to find a way to compete. That was the birth of B shares, which featured a back-end charge that was levied when the investor sold the shares. Now, a number of fund giants are ditching B shares entirely.
Keep the Insurance Profit Yourself: Own Your Own Insurance Company
December 2nd 2009Because doctors have significant risks to insure against, are interested in asset protection, building wealth, and finding practice buy-out and estate planning opportunities, they have many reasons to be interested in utilizing CICs.
Making a Bet: A Client Buys Commodities
December 1st 2009For those who are gambling that we will see inflation sooner rather than later, commodities are a reasonable bet. They will likely bring big profits for those who are simply willing to be patient, understanding that deflation continues to be a possibility.
Federal Estate Tax Law to Change
November 25th 2009The larger and more complicated the estate, the greater the challenge in developing an encompassing plan to maximize the transfer of wealth to heirs. So, over the next few months, keep an eye on what Congress is doing with regard to federal estate tax law.