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Q&A What types of companies do you invest in and why?  We invest in lower middle market companies where we see opportunities for operational improvements and growth. We invest in

The so-called fiscal cliff legislation has changed the world of estate planning with its $5.34 million exclusion before the estate gift tax kicks in. Samuel A. Donaldson, a professor at

Some people might think they are wealthy, but law professor Samuel A. Donaldson has a way of setting them straight. The so-called fiscal cliff legislation has changed the world of

Investors who employ hedge funds may cringe at the resulting tax bills each year, but there is an increasingly popular twist to deal with that. The solution, called Insurance Dedicated

Walter C. Bean says he gets distressed when he reads investors shouldn’t spend more than four percent of their portfolio or they’ll run out of money. He’s come up with

What do cold weather, IRS regulations, high taxes in the Northeast and a change in New York’s mayor have in common? They are all reasons hedge funds are moving to

Astute homeowners across Florida and the USA are taking advantage of a new FHA insured product to establish a line of credit to use to complement their existing retirement portfolio.

Even though the financial horizon looks warm and inviting as spring arrives, preparation and planning are a must for every organization. Following these essential steps should help jump-start your game

High profile data security breaches like those at Target and Home Depot drive home the need for businesses to take active responsibility for shielding customer information – and so do

Even though the financial horizon looks warm and inviting as spring arrives, preparation and planning are a must for every organization. Following these essential steps should help jump-start your game

There is no way around it. Email unsubscribes can put a definite kink in your marketing strategy not to mention you overall disposition. The good news is it’s not hopeless.

Living in 2015 means we live in a digital world – we’re never too far from our phones, we can do virtually anything on-line, and most importantly, businesses have a