Investment
November 12, 2015
ByFRAN HAWTHORNE In spring 2001, after losing about $75,000 in the dot-com crash, Jerrie Champlin and her husband, Robert Baranowski, decided it was time for professional help. The couple, then living in Rockland County, a New York City suburb, fo...
Investment
November 6, 2015
Investment
October 20, 2015
By Danielle Verbrigghe TheUBSWealth Managementchief investment office has launched a program to glean insight from a clutch of wealthy clients who own or manage private companies across certain industries. The program should yield an additional la...
Investment
September 22, 2015
By Gregg Greenberg NEW YORK (TheStreet) — A recent poll of the prestigiousTIGER 21 investingclub revealed that its well-heeled members are “concerned, but not overly concerned” about the market’s recent meltdown, said the g...
Investment
September 11, 2015
The laser focused philanthropy of TIGER 21. “The deal of a lifetime comes across our desks every week if we see opportunities instead of challenges.” This kind of perspective has propelled the career of Michael Sonnenfeldt, founder and...
Investment
August 6, 2015
By Carly Apar Sidewalk Labs:Dan Doctoroff,56, joined Google’s new urban-innovation company as chief executive. He was previously chief executive of Bloomberg LP. Red Peak Branding:Susan Cantor,46, joined the branding agency as president. She...
Investment
July 27, 2015
Hedge fund allocations were also up in Q2, while those to fixed income dropped By Michael S. Fischer Ultrawealthy members of the TIGER 21 peer-to-peer learning network again raised their allocation to real estate in the second quarter. TIGER 21rep...
Investment
July 24, 2015
Real estate continues to get the highest allocation among members of TIGER 21, reveals the group’sQ2 Asset Allocation Report. “Member allocation to real estate notched a one percentage point increase to 30%. Allocation to real estate h...
Investment
July 21, 2015
By: David Pett Peter Nicholson is a rich man and he knows it. For more than a quarter of a century, he has parlayed a strong entrepreneurial drive into a growing fortune, which at last count had resulted in a net worth somewhere north of $20 milli...
Investment
June 24, 2015
By Jane Adler Wealth accumulation is certainly a numbers game. But for many of us, it’s also a family affair. John Bridge has been talking to his two sons about money ever since they were little. He started by emphasizing the importance of s...
Investment
June 1, 2015
by Phoebe Venable, For The Tennessean I concluded my column last week on the difficulties the middle class faces with the declaration that “you can’t afford not to” budget, invest and perhaps even hire a financial adviser. I&rsqu...
Investment
May 27, 2015
Empiremay be the most blatant example, but there is a lot that can be learned about wealth management — good and bad — from watching television. From Downton Abbey and Game of Thrones to Grey’s Anatomy, the plots of multiple popu...