Ever since the stock market’s downturn early this decade, many investors have been searching for alternative sources of return and …
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Tag Archives: Investment (Sentinel)
R.I.P., Stable Value Mutual Funds
An attractive option for investors seeking high yields with low risk in their Individual Retirement Accounts is gone. The article …
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Does The Market Really Know Everything?
Countless money managers set out every day to beat the stock market. Most are very smart, most are very diligent, …
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Can You Rely On Stable Value Funds?
If you could purchase an intermediate-term bond fund with no risk of negative returns, wouldn’t you be interested? Stable value …
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Hedging Strategies For Concentrated Equity Positions
Entrepreneurs, heir, senior corporate executives and other high-net-worth investors often own large and risky positions in a single company’s stock. What can they do about it?
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Japan: A Real Recovery?
The Japanese Nikkei stock index jumped 39% from its bottom in April 2003 through the end of October. This indicates …
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Recent Valuation Cases Involving FLPs Bring Mixed Results
In recent years, the Internal Revenue Service has attacked the use of pass-through entities, such as family limited partnerships (FLPs) …
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Winning Strategies for Annuity Losses
Stuck with an annuity worth 50% of your original investment? Surrendering or exchanging a portion of the annuity may help …
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Hard Assets For Soft Economic Times
After another tumultuous year for investors, the benefits of diversification and asset allocation have never been clearer. Last year was …
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New Rules Return Flexibility To Fiduciaries
After more than 100 years, the Uniform Prudent Investor Act (UPIA) and similar prudent investor rules have opened up a …
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