Entrepreneurial Estate Planning 

July 2015  By: MALCOLM BUTLER, JD

Over the years, a number of clients and friends have approached me to assist them with their estate planning needs. Because my legal license is inactive, I don’t draft estate planning documents. However, with over 30 years of experience in administering estates and trusts, I can often bring an insightful vantage point to the estate…

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Search For Yield Continues

July 2015  By: JOEL GOODMAN, CFA, SCOTT McGHIE, CFA, CPA

As with most investors, our goal is to maximize the total return that we receive from an investment (within a risk-adjusted framework). Total return is comprised of two components: 1)the income received (interest from fixed-income investments and dividends received on equity investments), and 2) the capital appreciation due to the change in the market value…

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