Category: Other

How Ethical Is Your Financial Advisor?

Once again, investment advisor ethics are in the news.  A new study from the Diligence Review Corp., a firm that provides due diligence analyses of investments and investment advisors for private and institutional clients, determined that only 10% of the nearly $50 trillion in managed assets is in the hands of companies adhering to the…
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Donating to Charity? Here’s How to Ensure Getting a Tax Deduction

Are you planning to make a donation to a charity this year? If so, you may be able to take a deduction for it on your 2012 tax return. Here are the top 10 things the IRS wants every taxpayer to know before deducting charitable donations. 1. Charitable contributions must be made to qualified organizations…
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Why Expert Predictions Are Worthless

I wrote a blog last year about a McKinsey study that found that media analyst predictions about S&P 500 earnings growth have been significantly wrong almost every year out of the last 25. Now, thanks to a recent book by Dan Gardner, Future Babble, we can understand why. Gardner pulls together compelling evidence to explain…
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