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Blog Posts in May, 2012

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  • Litigation Proofing Your Assets
    Litigation Proofing Your Assets

    A common theme we emphasize to affluent individual clients is to prepare for future lawsuits BEFORE they happen. After the car accident, the divorce filing or the slip and fall accident on your ...

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  • Investment News: Three Elderly Clients Kidnap Investment Advisor
    Investment News: Three Elderly Clients Kidnap Investment Advisor

    Investment News has an interesting article about how three elderly clients kidnapped their investment adviser, held him hostage and beat him while apparently trying to get their money back. According ...

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  • SEC Investor Bulletin: How to Read an 8-K
    SEC Investor Bulletin: How to Read an 8-K

    The SEC has issued and investor bulletin about how to read an 8-k report. An 8-k is often used by public corporations to disclose material information about current issues. The bulletin itself ...

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  • FINRA Investor Alert: Nutraceutical Stock Scams
    FINRA Investor Alert: Nutraceutical Stock Scams

    FINRA has issued its latest investor alert about stock scams that promise above average investment returns for investments involving what might seem like pharmaceutical companies, but are actually ...

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  • Constitutional Right to Warn Other Drivers of Police
    Constitutional Right to Warn Other Drivers of Police

    A Florida man was ticketed for violating Florida law when he flashed his headlights to warn other drivers of a police speed trap. According to the judge presiding over the case, not only does this ...

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  • IRS Settlements Get a Little Easier
    IRS Settlements Get a Little Easier

    The IRS announced new guidelines for its Offer in Compromise (OIC) program yesterday (May 21, 2012). The OIC program is the means by which the IRS will, in certain circumstances, settle tax bills for ...

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