19 Aug 2010 No Comments

Jeremy Siegel and Jeremy Schwartz: The Great American Bond Bubble

A good article on bonds and the impact of rising interest rates but EXTREMELY misleading to compare the -80% decline in tech stocks to a “similar bubble” in bonds .  […]

26 Jul 2010 No Comments

If It Causes Stress, Is It Really A Vacation Home

NYtimes.com Wealth Matters article written by Paul Sullivan. Read More…

22 Jul 2010 No Comments

New Mutual Fund Rules Won’t Limit Advice

New York Times article written by Ron Leiber. The article explains some of the S.E.C’s views on 12b-1 fees and rules that will limit compensation to advisers who are paid […]

15 Jul 2010 No Comments

USA Today’s view on banking bailout: TARP supporters deserve praise, not retribution

An interesting take on TARP dollars loaned and paid back to date from USA Today.  Read More…

17 Jun 2010 No Comments

A Common-Sense Approach to Retirement

Part II in a series of question and answer format articles featuring one of our favorite financial guru’s, Harold Evensky.  This article focuses on Retirement Planning issues.  Read more …

1 Dec 2009 No Comments

Powerful Female Persuasion

It’s said that New Castle Funds’ Danielle Chiesi leveraged her uniquely female attributes to woo insider tips from company executives. And not only did she regularly finesse her way to […]

1 Dec 2009 No Comments

Scott Rothstein Could Inspire a New Season of “The Sopranos”

Practically ripped from the script of a Mafia classic, Scott Rothstein is finally slapped with numerous charges related to an alleged investment scheme, including RICO charges. According to FBI investigators, […]

1 Dec 2009 No Comments

TD Bank Sucked Into Rothstein Quagmire

The Scott Rothstein saga in Fort Lauderdale has now ensnared TD Bank. The Canadian financial company is now the target of a $100 million lawsuit claiming the bank was complicit […]

1 Dec 2009 No Comments

Track Record Selling Bogus Bonds

With several years under his belt of peddling bogus bonds, Jeffrey Southard of New Jersey is a master of illusion. But one thing is for real: He’ll spend 97 months […]

21 Nov 2009 No Comments

Laissez Les Bons Temps Roulez

That’s French for let the good times roll all over innocent investors. Louisiana businessman William Chaucer Jr. is said to have concocted a wide-reaching Ponzi scheme to the tune of […]