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2012
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January
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- If true, this is unfortunate
- Wealth managers are creating captive trust companies
- The Badges of Davos
- Ameriprise, an Eager Trustee
- Wall Street in Winter – 1830s
- Eccentricities of Affluence: Frostbiting
- New Estate Tax Break For the One Percent
- “Someday All This Will Be Yours”
- Merrill Lynch, Discount Broker?
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- The United Debtors of America
- Silicon Valley Wealth Triggers Feeding Frenzy
- Language May Help Or Hurt Retirement Saving
- Should “The Rich” Go Into Hiding?
- Copyrights as extended estate assets
- Estate Assets You Can Hum
- Trusts For Vacation Homes
- "I Am Woman, Watch Me Retire"
- Saving Uncle Sam From Bankruptcy
- Dave Barry's year in review
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- Investing With Index Funds Sensible but Difficult
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1 comment:
More than a century ago, financial hotshots discovered they could become unregulated bankers by forming trust companies. It didn't end well. J. P. Morgan had to clean up the mess. Let's hope today's investment advisers do better after ducking SEC supervision by becoming trust companies. These days most states, and certainly my state, have little money or personnel for expanded supervision of trust institutions. Come to think of it, my state is still smarting from a financial fraud that fell between the cracks separating various state regulators.
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