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 An Introduction to Private Equity

An Introduction to Private Equity

November 26, 2013

Private equity is one of the most commonly discussed alternative investments, and it may also be one of the least understood.  Broadly defined, private equity is any ownership in a company that [...]

 IRS Recognizes Same Sex Marriages

IRS Recognizes Same Sex Marriages

November 20, 2013

On August 29, the IRS ruled that legal same-sex marriages will be recognized for tax purposes.  If you are in a same-sex marriage or are thinking about becoming married, how does this ruling [...]

 Financial Fraud and Advisor Compensation

Financial Fraud and Advisor Compensation

November 14, 2013

Consider the following phrases: An investment recommendation that is “suitable for you” versus one that is “in your best interest.”  These may sound identical, but there is a difference between [...]

 Convertible Bonds: A Hybrid Security

Convertible Bonds: A Hybrid Security

November 4, 2013

A convertible bond is a hybrid debenture bond issued by corporations that combines a normal coupon-paying bond with an option to convert that bond into a pre-specified amount of that company’s [...]

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