What is asset protection? As a stockbroker, I warned clients about “predators and creditors.” Let’s face it. We live in a litigious world. Get in a car wreck, and your assets may be attacked. Homes. Family businesses. Savings. And predators aren’t restricted to collisions on the highway. There’s always the altar. Is asset protection some [...]
Tag archive for ‘stockbroker’
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Asset Protection: 10 Tips for Every Investor
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I Slept Through My Nine O’Clock
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Worst Case Wednesday
Next week I’m starting an advice column for finance professionals: Worst Case Wednesday. It’s about what to do when the unthinkable happens. You’re late for a meeting—even worse, you sleep through it. The SEC shows up at your front door. Your client asks an uncomfortable question, inviting a white lie. You flunk the Series 7. [...]





Jimmy Cusack is the tough kid from a blue-collar neighborhood who made good on Wall Street. Well, almost. After a sterling start to his career, things have soured. His hedge fund has collapsed. The bank is foreclosing on his condominium. And his wife is three months pregnant. That’s the good news.
From Publisher's Weekly -
