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October 25, 2008. Market Update on Life Insurance, Life Settlements and Premium Financing: Questions and Answers

June 26, 2007. How Long Will You Live?

December 28, 2006. Cooperation with Other Professionals

December 28, 2006. When Does Premium Financing Make Sense

December 28, 2006. When Does A Life Settlement Make Sense

December 18, 2006. Life Insurance "Bonanza" for Seniors?

July 6, 2005. Questions on Senior Life

June 30, 2005. Uncovering the Hidden Value of Your Insurance Policy

June 24, 2005. A Major Opportunity in Life Insurance for Seniors

  March 12, 2004. What Your and Your Family Need to Know About Personal Insurance

  March 11, 2004. Demystifying Insurance Part 13--The New Medicare Drug Benefit.

  March 4, 2004. Demystifying Insurance, Part 12--Health Insurance.

  February 26, 2004. Questions and Comments--Medicare and Long-Term Care, Annuities.

  February 19, 2004. Demystifying Insurance, Part 11--Long-Term Care Insurance.

  February 12, 2004. Demystifying Insurance, Part 10--Medicare, Medicaid and Long-Term Care.

  February 5, 2004. Demystifying Insurance, Part 9--The Cost of Long-Term Care.

  January 29, 2004. Demystifying Insurance, Part 8--Group Disability

  January 22, 2004. Demystifying Insurance, Part 7--Disability Insurance for Individuals

  January 8, 2004. Demystifying Insurance, Part 6: Universal Life

  January 1, 2004. Demystifying Insurance, Part 5: Whole Life

  December 18, 2003. Demystifying Insurance, Part 4: Term Life

  December 11, 2003. Demystifying Insurance, Part 3: Assessing Credit Quality

  December 4, 2003. Demystifying Insurance, Part 2: Use of Life Insurance as an Effective Tax Shelter

  November 27, 2003. Demystifying Insurance, Part 1: Types of Life Insurance




November 21, 2008. Seeking Principal Protection Plus Upside

November 19, 2008. Deflation Fear Haunts Market

November 11, 2008. Estate Planning Under Obama

November 10, 2008. Private Placement Life Insurance and Annuities

October 10, 2008. Market Update on Life Insurance, Life Settlements and Premium Financing: Questions and Answers

October 6, 2008. The Lost Decade

September 28, 2008. Credit Crunch Roundup

September 22, 2008. More Shocks on Wall Street: Chronology and Commentary

September 15, 2008. Turmoil on Wall Street: Lehman, Merrill, AIG, WaMu

September 8, 2008. Best Local CD Rates Compared

September 1, 2008. Bank/Treasury Arbitrage: Certificates of Deposit (CD's)

August 21, 2008. Oil and Gas Drilling Partnerships, 3: Questions and Answers

August 17, 2008. Oil and Gas Investment Partnerships, 2: Sensitivity Analysis

August 16, 2008. Oil and Gas Investment Partnerships, 1: Tax Benefits

August 14, 2008. Academic Study Faults SEC Short-Selling Regulations

August 7, 2008. Ginnie Mae Mortgages Entice Homeowners: Conforming Limits Raised Substantially

July 26, 2008. Chrysler Stops Leasing: Implications for Chrysler and the Auto Industry

July 25, 2008. Afternote on the SEC Rule on Naked Short Sales

July 21, 2008. U.S. Government Credit Quality

July 18, 2008. SEC Slams Sinister Short-Sellers

July 10, 2008. Feds Seek to Rescue Fannie and Freddie

July 6, 2008. The Endowment Effect

July 1, 2008. Time to Go Bargain Shopping in Domestic Stocks

June 22, 2008. Innovation Gone Haywire

June 13, 2008. Promising Pharmaceutical Picks

June 2, 2008. Three Technologies Transforming Biomedical Research

May 22, 2008. What's Ailing Big Pharma

April 25, 2008. McCain'sian Economics

October 14, 2008. September was a Tough Month for Most Hedge Funds, While Some Sparkled

April 22, 2008. Trade Nonsense on the Campaign Trail

September 28, 2008. Credit Crunch Roundup

September 12, 2008. Lehman Brothers in Agony

April 14, 2008. GE Misses Estimates

April 14, 2008. Put Real Estate in Your IRA?

March 30, 2008. Mortgages and Politics

March 17, 2008. The Fed Acted of Necessity

March 14, 2008. Wall of Worry

August 21, 2008. Oil and Gas Investment Partnerships, 3: Questions and Answers

March 3, 2008. Ethanol Follies

February 22, 2008. Stagflation

August 21, 2008. Oil and Gas Drilling Partnerships: Questions and Answers

August 21, 2008. Oil and Gas Drilling Partnerships: Questions and Anwers

February 15, 2008. Perils of Securitization

February 12, 2008. A Rough January for Hedge Funds

May 20, 2008. Mineral Depreciation Allowance: Oil and Gas Depletion Incentives for Taxpayers

February 4, 2008. Microsoft's Bid for Yahoo

January 25, 2008. Behind the Fed's Bold Move

January 21, 2008. Recession Fear

January 18, 2008. Retail Weakness

January 9, 2008. Lessons in Persuasion

December 21, 2007. Undun

December 18, 2007. How to Think Big and Kick Ass--Review

May 20, 2008. Mineral Depreciation Allowance/Oil & Gas Depletion: Incentives for Taxpayers

May 20, 2008. Mineral Depreciation Allowance: Incentives for Taxpayers

December 3, 2007. When Worse is Better

November 28, 2007. China Curtails Bank Lending

November 18, 2007. Dangling the Carrot

November 16, 2007. Giving and Receiving

May 26, 2008. Mineral Depreciation Allowance: Incentives for Taxpayers

November 2, 2007. The Art of Woo (review)

September 14, 2007. Events for Resolving Credit Crisis

September 10, 2007. Pressure on Fed Mounts

August 14, 2007. Another Quant Fund Under "Severe Pressure"

August 3, 2007. Hedge Fund Mark to Market Woes

August 1, 2007. The Wall of Money Crumbles

July 25, 2007. What a Bringdown

July 19, 2007. How to Play the Late Cycle

July 16, 2007. Stock Bubble?

July 6, 2007. Investment Banks as Hedge Fund Sponsors Face Special Risks

June 22, 2007. Bear Stew

June 7, 2007. China Opening

June 3, 2007. Valuing the Blackstone IPO

May 28, 2007. Blackstone Scores a Coup

May 21, 2007. US Hedge Funds, 4: Systemic Risks

May 11, 2007. US Hedge Funds, 3: Alpha and its Impostors

April 29, 2007. US Stocks Mark New Highs -- Real Estate Skids

April 23, 2007. Hedge Funds, 2--Investment Styles

April 13, 2007. Hedge Funds, 1--The First Hedge Fund

April 5, 2007. Broker or Advisor

March 29, 2007. Fed Chief Says Policy Unchanged

March 20, 2007. Fund Focus--Excelsior Value and Restructuring

March 12, 2007. Pare Investment Bank Exposure

March 4, 2007. The Market Gets Shanghaied

February 23, 2007. Litigation Reform

February 20, 2007. Chrysler on the Block

February 12, 2007. H&E Equipment

February 3, 2007. Leveraged Buyouts, 6--Investment Candidates

January 29, 2007. Leveraged Buyouts, 5--Unhappy Shareholders

January 21, 2007. Leveraged Buyouts, 4--European Boom

January 11, 2007. Leveraged Buyouts, 3--The Lenders

January 7, 2007. Leveraged Buyouts, 2--The Sponsors

December 29, 2006. Leveraged Buyouts, 1--Basics

December 26, 2006. Review of Auto Sector

December 12, 2006. Law and Markets, 8--Regulating the Regulators

December 4, 2006. Law and Markets, 7--Capital Markets

November 27, 2006. Law and Markets, 6--Shareholder Derivative Suits

November 16, 2006. Tribute--Milton Friedman

November 10, 2006. Law and Markets, 5--The American Rule

November 3, 2006. Law and Markets, 4--Punitive Damages

October 27, 2006. Law and Markets, 3--Anatomy of a Class Action

October 20, 2006. Law and Markets, 2--Corruption in Class Actions

October 13, 2006. Law and Markets, 1--Tort Reform

September 29, 2006. Are Crowds Smart

September 22, 2006. The Fed Stays on Pause

September 15, 2006. Don't Buy and Hold

August 23, 2006. A Cell Phone Solution for Greenwich

August 17, 2006. Are Cell Phones Safe

August 10, 2006. How to Stop Dropping Cell Phone Calls

August 4, 2006. Little Black Book of Connections--Review

July 27, 2006. Cost of the War in Iraq

July 13, 2006. Automotive Quality.

July 4, 2006. The Mystery of Capital--Review.

June 29, 2006. Model Portfolio--U.S. Brands

June 22, 2006. Inflation

June 15, 2006. What's Up With the Fed

June 8, 2006. Energy Sector, IV--Oil & Gas Exploration

June 1, 2006. Bush Nominates Paulson for Treasury

May 19, 2006. Stock Market Setback

May 13, 2006. Energy Sector, III--Liquid Natural Gas

May 5, 2006. Oil Industry II--Integrated Oil Companies

April 27, 2006. Oil Industry, I--Refiners

April 20, 2006. Review--Little Book that Beats the Market

April 7, 2006. Panic in Detroit, VI--Recreational Vehicles

March 30, 2006. Panic in Detroit, V--Honda

March 16, 2006. Panic in Detroit, IV--Toyota

March 9, 2006. Panic in Detroit, III--DaimlerChrysler

February 23, 2006. Panic in Detroit, II--Ford

February 10, 2006. Panic in Detroit, I--General Motors

February 4, 2006. Reviewing Our Picks--Investment Banking

January 13, 2006. Reviewing Our Technology Picks

January 9, 2006. Reviewing Our International Strategy

December 23, 2005. Reviewing Our Contrarian Picks

November 18, 2005. Passing the Baton to Bernanke

November 14, 2005. Roth IRA

November 6, 2005. The Greenspan Legacy

November 1, 2005. How to Invest in Fixed Income Securities

October 31, 2005. Interest Rate Basics, 13--Adjustable Mortgage Funds

October 23, 2005. Interest Rate Basics, 12--Bank Loan Funds

October 17, 2005. Interest Rate Basics, 11--Long Term Bond Funds

October 10, 2005. Interest Rate Basics, 10--Intermediate Term Bond Funds

October 3, 2005. Interest Rate Basics, 9-- Tax-Exempt Bonds

September 26, 2005. Interest Rate Basics, 8-- High Yield Debt

September 12, 2005. Interest Rate Basics, 7-- Emerging Markets Debt

August 26, 2005. Interest Rate Basics, 6-- Mortgage Mutual Funds

August 26, 2005. Interest Rate Basics,5--Mortgage-Backed Securities

August 18, 2005. Interest Rate Basics,4--Zero Coupon Bonds

August 12, 2005. Interest Rate Basics,3--US Treasuries

August 5, 2005. Interest Rate Basics,2--Bank CD's

July 28, 2005. Interest Rate Basics,1--Money Market Accounts

July 21, 2005. China Changes its Currency Regime

July 18, 2005. Changes in US Savings Bonds

June 19, 2005. Financial Illusions, 9--Real Estate Bubble

June 6, 2005. Financial Illusions, 8--The Technology Boom

June 1, 2005. Investment Banks

May 26, 2005. Financial Illusions 7--The Rise and Fall of Drexel Burnham

May 19, 2005. Financial Illusions, 6--The Go-Go Era

May 15, 2005. Financial Illusions, 5--The Roaring Twenties

May 5, 2005. Financial Illusions 4--The Mississippi Scheme

April 25, 2005. Financial Illusions, 3--The South Sea Bubble

April 25, 2005. Financial Illusions, 2--Ponzi's Scheme

April 18, 2005. Financial Illusions, 1-Quackery, Opportunism and Fads

April 4, 2005. Keeping Score

March 10, 2005. Contrarian Investing, 6--FreeOfferFromBiogen

March 4, 2005. Contrarian Investing, 5--MarthaRedux

February 25, 2005. Contrarian Investing, 4--The Tyco Scandal and Aftermath

February 21, 2005. Contrarian Investing, 3--The Martha Stewart Case

January 31, 2005. Contrarian Investing, 2--Reasoned Contrarianism

January 31, 2005. Contrarian Investing, 1--Blind Contrarianism

January 23, 2005. David Darst on Asset Allocation

December 23, 2004. Year-end financial housekeeping

November 30, 2004. Investing in International Equities--Where, When, How

November 7, 2004. Sizing Up Economic Policy in Bush's Second Term

October 24, 2004.The Federal Budget Deficit, Postscript--Dollar Crisis in the Making

October 11, 2004. The Federal Budget Deficit Part 5--Foreign Investors Increasingly Fund the Gap

October 3, 2004. The Federal Budget Deficit, Part 4--Social Security Medicare Medicaid

September 26, 2004. The Federal Budget Deficit, Part 3--Sunset at the Congressional Ranch

September 19, 2004. The Federal Budget Deficit, Part 2--The National Debt

September 12, 2004. The Federal Budget Deficit, Part 1--Politics

September 5, 2004. Valuing the Web Portals--Google, Yahoo, eBay, Amazon

August 30, 2004. Understanding Google's Business

August 22, 2004. Frugal Google

August 15, 2004. Terror and Markets

August 9, 2004. Is the Economy Stumbling

August 5, 2004. Risk and Return, 3--Volatility

July 29, 2004. Risk and Return, 2--What's it all About, Alpha

July 22, 2004. Risk and Return, 1--The Concept of Beta

July 15, 2004. Taking a Clue from Insider Trading

July 8, 2004. The Fed Raises Rates

July 1, 2004. US Treasusry TIPS

June 24, 2004. AMT

June 10, 2004. Exchange Traded Funds

June 3, 2004. Timing the Stock Market--Useful or Futile

June 3, 2004. Timing the Market--Conclusion

May 20, 2004. A Primer on Long-Term Investing

May 20, 2004. Timing the Market, 9--Flow of Funds

May 6, 2004. Timing the Market, 8--Leading Economic Indicators

  April 29, 2004. Timing the Market, 7--Irrational Exuberance

  April 22, 2004. Timing the Market, 6--Fed Watching

  April 15, 2004. Timing the Market, 5--The Fed Model

  April 8, 2004. Timing the Market, 4: Tobin's Q Ratio

  April 1, 2004.Timing the Market, 3--Updating Dow's Theory

  March 25, 2004. Timing the Market, 2--Charles Dow and His Theory

  March 18, 2004. Timing the Market, 1--The Efficient Market Hypothesis

  January 15, 2004.Financial Planning for the New Year.htm

  December 24, 2003. Year-End Financial Housekeeping

  November 20, 2003 Long-Term Stock Investing, Part 5: Sources of Public Information

  November 13, 2003. Long-Term Stock Investing, Part 4: Evaluating Safety and Identifying Hidden Weaknesses

  November 6, 2003. Long-Term Stock Investing, Part 3: Financial Ratios as Stock Screening Tools

  October 30, 2003. Long-Term Stock Investing, Part 2: Finding Stocks Worth Holding-Lessons from Warren Buffett

  October 16, 2003. Long-Term Stock Investing, Part 1: The Great Capital Gains Tax Shelter

April 14, 2008. Put Real Estate in Your IRA?

May 3, 2007. Looming Entitlement Crisis

September 1, 2006. Passing on Your Retirement Plan

   Is 404(c) Worth the Effort?

  ERISA and the Risk of Federal Audit

  Is Your Defined Contribution Plan Exposing You to Excessive Risk: Ten Crucial Questions You Have to Ask about Your 401(k), 403(b) or 457(b) Plan

  Retirement Plans for Small Employers

  September 19, 2003    Dear Prudence: How ERISA Protects Retirement Plans

  August 15, 2003   Evaluating Your 401(k) Performance

  July 4, 2003   Saving for College (And on Taxes)

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