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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 [...]

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 [...]

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 [...]

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 [...]