Tag archive for ‘Financial Advisers’

• SEC Shuts Down Stockbroker Who Defrauded Elderly Nuns

  9 January 11 • Comments Off

  

  Have you ever wanted to kick somebody’s ass? No I don’t mean the Sisters of Charity to the left. Check out Brian Mahany’s latest post. You won’t believe the story he unearthed on a government website.

• The Ban on Roth Conversions Has Ended

  25 July 10 • 1 comment

  

  Editor’s Note: Rick Rodgers is a retirement specialist. He has been kind enough to post a few thoughts about Roth IRAs, which are timely given provisions in the tax code for 2010. His post is technical. But if you’re in a career transition and your income is way down this year, I encourage you to take a look and ask questions. You could save some money.

• Club Madoff

  17 June 10 • 1 comment

  

  Twenty-nine Madoff victims have banded together to tell their stories. I can hardly wait to read their book which is appropriately titled: The Club No Wanted to Join—Madoff Victims in Their Own Words.

  I have not seen the book. My copy has not shipped yet. But I look forward to reading about the investment experiences with Madoff and his intermediaries. I also look forward to reading what the authors report about Irving Picard, the trustee.

  Click on the title above to read more, including my recipe for “Spaghetti alla Madoff.”

• Estate Tax Solutions from Danny Devito and Billy Crystal

  8 June 10 • 3 comments

  For the first time since 1916, there is no federal estate tax. As a result of tax cuts enacted under President George W. Bush, the federal estate tax disappeared on January 1 of this year. So what’s next?

  Click to read more and get groundbreaking commentary from Hollywood on this tax issue.

• SEC: Where are YOUR Dead Bodies Buried?

  17 February 10 • Comments Off

  Hint: Mary Schapiro chairs the SEC. FINRA, where she was the boss before taking her current job, reports to her. Now there are allegations of bad behavior during her reign at FINRA. The SEC is the right organization to investigate, but Schapiro would be investigating herself.

• I Slept Through My Nine O’Clock

  3 February 10 • 5 comments

  

  I feel great. I never sleep like this. All warm and toasty and swaddled in goose down. Wow. What’s better than sleeping late? I may never get out of bed. What time is it? Nine thirty. I bet it snowed last night. Probably need to shovel the driveway. No way. I’m going back to sleep. [...]

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