August 3, 2012
ONE thing is certain this fall: there will be a lot of talk about taxes. But without a broad agreement, a series of automatic increases will take effect next year. What are investors to do?
July 19, 2012
Millionaires added U.S. stocks more than any other asset in the latest year as average investors fled to bonds, according to a survey by Fidelity Investments.
July 9, 2012
Managers of global mutual funds have upped their cash positions, on average, to 4.2%—a 45% increase from a year ago and the highest level in five years, according to research firm EPFR.
June 29, 2012
When banker Jody Grant and energy mogul Kelcy Warren began exploring plans for Warren’s naming-rights gift to what’s now Klyde Warren Park, the earliest discussions took place at Warren’s island-estate off Honduras, at a meeting of something called Tiger 21.
May 11, 2012
A new generation of Canadian businThe logical place for any money manager to start with prospective clients is with a portfolio analysis: a study of their existing investments with the aim of determining whether, as a whole, it is well designed to meet their financial objectives financial objectives in the short, medium and long term.
May 4, 2012
Back in 1998, Michael Sonnenfeldt of New York made tens of millions of dollars when he sold his real-estate firm, Emmes & Co. He had to quickly get up to speed on how to be a successful portfolio manager, rather than a builder of buildings.
May 3, 2012
A lot of people treat giving as a spontaneous event: the canvasser shows up at the door, we see the donation bucket in front of the grocery store, we hear news of some disaster on TV, and we’re moved to give.
April 23, 2012
TORONTO (Dow Jones)--It’s one thing to follow the money, but another to follow the moneyed. For those who are curious, the members of Tiger 21, an exclusive group of North American investors with at least $10 million in liquid assets, have been investing more in real estate and private equity.
April 16, 2012
LinkedIn is the world’s largest professional network on the Internet with over 150 million members worldwide, including executives from every Fortune 500 company.

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