6/10/2019· Finance
Elder Abuse Awareness Day (6/15): How to Protect Your Parents from Financial Abuse
By: Marguerita Cheng
Did you hear of the case out of Wisconsin that involved a younger couple and their neighbor, a 92-year-old retired teacher who never married and had dementia? After befriending the woman, the couple took control of her home and nearly $2 million of her savings before they were eventually found out.
3/14/2019· Finance
ERISA, the Fiduciary Standard and Where We Go from Here
By: Marguerita Cheng
Putting the DOL's investor-protection rule into historical context sheds new light on what the future may hold for retirement savers.
2/14/2019· Finance
A Crime of Passion, Sweetheart Scams Can Be Costly
By: Marguerita Cheng
My mom was one of thousands preyed upon by this nasty con. Here’s what to watch out for and how to protect those you love.
1/16/2019· Finance
An Introduction to Asset Allocation
By: Marguerita Cheng
When you approach your financial planner, a term that most of you might have heard from him/her would be "asset allocation." In this article, you will learn about asset allocation, the importance of asset allocation, different asset allocation strategies and the benefits of asset allocation in portfolio management.
6/28/2018· Computers
Blockchain vs. Trust : Cryptic Expert Issues
The Reg A Conference is the largest gathering of deal-makers and investors interested in Regulation A, a prime opportunity for companies to network with like-minded business executives, as well as financial professionals who assist in bringing capital to companies (https://theregaconference.com/presenting-companies/). Many such companies are today basing their new business ventures and projects, and their search and submissions for funding, on blockchain technology applications. So-called cryptocurrencies such as bitcoin are just one example of the use of this functionality. The business implications of this secure online record-keeping tech are huge – and not only in cryptocurrency. This presentation provides a probing and extensive expert critique of blockchain, its cryptocurrency, distributed ledger and smart contract applications, and argues for a cautionary, savvy approach to implementing and investing in such business systems, on grounds of professional due diligence, rigorous corporate governance and wide experience of past leading-edge ICT systems failures.
6/27/2017· Finance
A Glowing connections Experiment
By: Sam Landis
A recent Donan forensic fire investigation found that a poor connection in a floor-mounted duplex receptacle was the cause of fire. The receptacle was located in the area of origin and all other identifiable causes were eliminated during the investigation. While conducting the research for this particular case, Donan investigators evaluated many scholarly sources in order to clearly educate the client on how a loose connection in a receptacle could lead to a structure fire which, in this case, nearly consumed the bedroom. The best explanation was found in the chemistry associated with the formation of an oxide that contributes to the condition.
10/1/2015· Finance
Effective Commercial Collection Techniques
By: Darryl Horowitt
It is an unfortunate fact of business that from time to time one of your customers will not pay for goods or services you provide. It is a frustrating and sometimes helpless feeling that you have knowing that even though you provided a valuable product or service, for reasons beyond your control you are simply not paid. How do you collect your money? What follows are some techniques that will help you effectively collect your receivables.
3/12/2014· Finance
An Easy Assist for an Overlooked but Tough Group
There are few groups more reliable than the United States military. One could change all of their mottoes to "Again and again - no questions asked." Those who have served in the military have done so at a solid financial cost. Despite this, the years of the 1950s, 1960s and even into the 1970s were periods with high savings rates, rates that today appear almost unachievable. How did they save so much, seek to enjoy life so fully and raise another generation, the Baby Boomers?
4/21/2009· Banking
Banking Regulation: Now is Time to do Away with the Too Big To Fail Doctrine
For almost thirty years, bank regulators have operated under the Too Big To Fail (TBTF) Doctrine, whereby insolvent large banks are treated differently than insolvent community banks by keeping the large banks open and closing the community banks. Now is the time to do away with TBTF once and for all
2/18/2005· Finance
Beginning with The Bank Holding Act of 1956 that exempted Industrial Loan Companies from federal banking regulations except for keeping them eligible for government- sponsored FDIC insurance, these secondary lenders were a valuable source of high interest loans to a public segment otherwise unbankable. A financial stranglehold has proliferated on all citizens, however, because of misusing an otherwise well conceived statute
by Ellen Boughn
by Scott Cohen
by Sidney P. Blum
