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My brother and one of our closest lifelong friends have been my office partners for many years; we’ve been working together since the mid-1980s. Boy, could I write a book about our time together … and I have! We’ve seen some changes through the decades. We refined and refocused our strategies for clients all with...

It’s that time of year. If you go to cocktail parties at all, you’ve likely been to one or more in the last few weeks. You bump into people that you know, and many people that you only see at the annual cocktail soiree around the holidays. And you have the same chats and discussion...

This is a story about a fictitious investment product. The investment does not exist. And while this story is based on the real world, there is no security called a Strategic High-Income Trust, at least not to my knowledge, and if there is actually such an investment, the following does not pertain to any specific...

Media personalities are often found giving advice about what asset class—stocks, bonds, or cash—you should own in your investment portfolio at the moment. Naturally, people are interested in doing the right thing with their money, and they ask these kinds of questions: "How should I allocate my money?" and "Should I own stocks, bonds, or...