One of the largest sec¬tors of the U.S. economy is comprised of smaller private companies that typically generate between $50 million and $2.5 billion in revenues. These middle market companies…

When private companies decide to list their stock on a major stock exchange, they participate in what’s called an initial public offering (IPO). It’s a way for the company to…

Blackstone Group LP has been counseling its clients to use specially designed cash value life insurance to avoid paying taxes on investment gains. Life insurance has always had tremendous tax…

For conservative investors who have a limited appetite for risk, yet still yearn for good growth opportunities, there may be an attractive option. Several major U.S. banks, including JP Morgan…

If you are fortunate enough to own property or investments that have appreciated significantly, the federal, and perhaps your state, government is patiently waiting to tax your profits when you…

The hot word these days in the world of investing is “fiduciary.” In noun form, fiduciary is a person or organization that owes to another the duties of good faith…