The Road to Singapore

For those of a certain age, the phrase “The Road to Singapore” brings back memories of Bob Hope, Bing Crosby […]

What’s All the Yellen About?

President Obama’s nominee to chair the Federal Reserve, current Federal Reserve Vice-Chair Janet Yellen, appeared before the Senate this week […]

What’s wrong with Brazil?

This post was originally published in the Washington Business Journal’s WBJBizBeat Blog. | Washington Business Journal For investors, over the […]

Breaking China

This post was originally published in the Washington Business Journal’s WBJBizBeat Blog. | Washington Business Journal Something seems to be […]

Post Holiday Review

It was a "turkey" of a week, with the S&P down 4.7%, its worst Thanksgiving trading week since 1932. Global equity markets continued to show weakness. The Dow is at its lowest level in six weeks.

The “Portable” Federal Estate Tax Exemption

The tax legislation enacted at the end of 2010, just before we were scheduled to return to a top federal estate and gift tax rate of 55% and an exemption of only $1 million, provided three significant changes in the federal estate and gift tax laws.

Oil in Latin America? Colombia Deserves a Look

Two months ago in our series of blogs on oil, I highlighted Canada and its oil sands as a niche area showing great potential. With the recent pullback in oil prices, there is another region, often overlooked by investors, that offers potential.

Planning Idea With New $5 Million Gift Tax Exemption

The tax bill enacted at the end of 2010 provides a $5 million exemption from federal gift tax for aggregate lifetime gifts ($10 million for a married couple). This exemption applies for 2011 and 2012, and is in addition to the $13,000 annual exclusion gifts that may be made free of federal gift tax every year.

Perspective on Muni Bonds

Much media attention has recently focused on the financial challenges facing municipal markets and the possibility of defaults in municipal […]