Kensington Investment Group Inc. in Orinda, Calif., makes a strong case for being uniquely suited to manage the first open-end mutual fund focused on the development and reinforcement of a worldwide infrastructure.
Children don't always grow up to be the responsible types we hope for. My client Anne is divorced, with a traditional individual retirement account valued at $1 million.
The Pension Protection Act of 2006 included a provision that would permit non-spouse plan beneficiaries to transfer assets directly from the plan to a properly titled inherited individual retirement account.
Health-care spending for people under 65 is growing faster than for those over the "magic" number.
A "nightmare" is how Shami Kaur, an adviser and certified financial planner with SK Financial Alliance in Cedar Knolls, N.J., describes dealing with cost basis issues and their tax ramifications.
The subprime-mortgage fiasco has revealed several flaws in the financial system that must be corrected if similar disasters are to be avoided in the future.
When preparing to depart from a meeting or other encounter with a senior officer, it is a still-practiced naval tradition for junior officers to make the request, "By your leave, sir/madam."
Rep. Charles B. Rangel's Tax Reduction and Reform Act of 2007 is misnamed. It should be called the Tax Reallocation and Complication Act of 2007 or perhaps the Accountants and Financial Planners Full Employment Act of 2007.
Americans are in denial about their finances. Federal data show that they spend like there's no tomorrow. Our middle class is among the most affluent in history, but many live paycheck to paycheck, their futures mortgaged to fund their increasingly expensive amusements.
