Archive for October, 2020

I have drawn the great moral lesson, perhaps the only one of any practical value, to avoid those situations of life which bring our duties into conflict with our interests, and which show us our own advantage in the misfortune of others; for it is certain that, in such situations, however sincere our love of [...]

In new rulemaking by the Securities & Exchange Commission (SEC), regulations that have protected investing consumers for eight decades have been dumbed-down. Tamar Frankel, professor of law emerita, Boston University Law School, considers the new rule to be a “historic, giant step backwards in securities regulation. It turns principles of advice in the client’s best [...]

Investors continue to face a serious quandary: How to proceed with historically overvalued equity markets, worldwide economic malaise, minimal interest rates and a Fed seemingly committed to eliminating any danger of significant loss to either stocks or bonds? Throw in a highly acrimonious political scene with questions on both left and right about whether the [...]

Individuals searching for a corporate trustee often wonder what happens to homes after incapacity or death. As a trust officer, I understand your concerns about who will care for your home if you can’t. The most common concerns are: 1) aging in place in my home; 2) selling my home after incapacity or death; and, [...]