August 22, 2014
Posts Categorized: Resources for Professional Advisors
From the Wall Street Journal: What do the bull market, booming mergers and acquisitions, and possible changes to the tax laws have in common? They all… Read more »
August 06, 2014
Posts Categorized: Resources for Professional Advisors
Raised Healthy, Wealthy, and Wise: Lessons from Successful Inheritors on How They Got That Way Coventry Edwards-Pitt (BP Books, 2014); Reviewed by Sara Finkelstein Order from 21/64… Read more »
February 10, 2014
Posts Categorized: Resources for Professional Advisors
From the New York Times: According to the most recent statistics, the number of family foundations like the Cordes Foundation has exploded since 2001. There are… Read more »
December 10, 2013
Posts Categorized: Resources for Professional Advisors
This post by Anthony J. Capobianco, ChFC, CLU, Principal, Capobianco Financial Advisors, and Amy S. O’Connor, Esq., Shareholder, McNamee, Lochner, Titus and Williams, P.C. Both Mr. Capobianco and Ms. O’Connor provide leadership to… Read more »
Posts Categorized: Resources for Professional Advisors
This post by Anthony J. Capobianco, ChFC, CLU, Principal, Capobianco Financial Advisors, and Amy S. O’Connor, Esq., Shareholder, McNamee, Lochner, Titus and Williams, P.C. Both Mr. Capobianco and Ms. O’Connor provide leadership to… Read more »