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Thoughts on Investing

Join us as we discuss our perspectives on today's investing environment.We hope that this blog provides you with more ideas to discuss with your own adviser(s), and helps you consider a broader range of possibilities that could be right for you.


From the Glossary: The Cross-Default Loan Provision

Cross-default: a provision in a loan document that puts the borrower into default if he or she defaults on another… Continue reading

November 2, 2009

Purchasing a foreclosure property? Consider the impact of possible liens.

The Washington Post has an excellent answer to a reader question in its “Real Estate Matters” section.  The reader is… Continue reading

November 2, 2009

IRS launches new tax squad to study the wealthy

Smart Money reports that the IRS has created a new team of investigators to examine the financial strategies of wealthy… Continue reading

October 28, 2009

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