We start 2014 with an expectation of fundamental improvement across the major global economies. The outlook for the global economy appears brighter than at any point since the onset of the financial crisis says Richard Cayne Meyer. With market...
The Common Reporting Standards (CRS) may have been created as a regime for participating countries to exchange information to identify tax evasion, but, in practice, it is beginning to look like another byzantine system of rules and regulations. Investor...
We have discussed how important it is for you to name beneficiaries for specific investment accounts and how this is an integral part of your estate planning. But there is more to this than just writing down your spouse’s...
Most people don’t have the time, much less the wherewithal, to oversee the day-to-day activities and performance of their portfolio. So, they rely on expert opinions, advice, and management, which, then again, have different levels of involvement available. This...














