After more than 100 years, the Uniform Prudent Investor Act (UPIA) and similar prudent investor rules have opened up a …
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New Rules Return Flexibility To Fiduciaries
Thank You For A Decade Of Sharing And Support
Exactly a decade ago, I left the security of the Big Accounting Firm to hang out my shingle. My wife, …
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Jacobs Becomes Newest Palisades Hudson Associate
Paul Jacobs, a 2002 graduate of New York University’s Stern School of Business, has joined Palisades Hudson Financial Group as …
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A Look Inside PHCP’s Portfolio
Palisades Hudson Charitable Portfolio, Inc., (PHCP) is, as its name implies, a “portfolio” of charitable options. Besides a conventional donor …
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Our New Charitable ‘Fund Family’
Americans gave an estimated $212 billion to charity last year, and will do about the same this year. A lot …
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Evaluating The Euro At Its 4th Birthday
Many respected journalists and economists branded Europe’s common currency, the euro, a failure after it declined 30% against the dollar …
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New Employees Join Palisades Hudson
Palisades Hudson Financial Group recently added two employees as our financial, tax and investment planning services continue to expand. David …
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When The Unethical Is Also Illegal
In 1985, as a reporter for The Associated Press, I covered the federal trial of former Wall Street Journal writer …
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Our Senior Associate Involved In Merger
Their birthdays nearly kept them apart, but Boston Market brought them together. Rebecca Urff, the senior associate in our tax …
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Flypaper: Schwab’s Sweet Deal For Advisors
The following is excerpted from a column that appeared in Financial Advisor, a trade magazine, this summer. The author is …
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