Eugene F. Fama Awarded Nobel Prize in Economics

Month: October 2013

October 24, 2013  |  

Eugene F. Fama Awarded Nobel Prize in Economics

We are pleased to report that Professor Eugene Fama of The University of Chicago Booth School of Business has been awarded the Nobel Prize in Economics.  Professor Fama is widely recognized as the “Father of Modern Finance” because of his groundbreaking work on asset pricing and markets.  His contributions have guided our investment philosophy from […]

October 17, 2013  |  

Unintentional Gifting Errors

We give gifts for many good reasons, but what if I told you that you may be gifting assets without even realizing it, or not gifting assets that you thought you were gifting?  It sounds crazy, but it happens every day.  Complex gift and estate tax laws are at the heart of these unintentional gifts.  […]

October 3, 2013  |  

Three Ways Grandparents Can Help With College Costs

Paying directly to the college Tuition payments made directly to a college aren’t considered taxable gifts, no matter how large the payment. But this is true only for tuition, not room and board, books, or fees. Did you know…? If your grandchild doesn’t go to college or gets a scholarship, you can name another grandchild […]

October 1, 2013  |  

What is a Required Minimum Distribution?

What are required minimum distributions (RMDs)? Required minimum distributions, often referred to as RMDs, are amounts that the federal government requires you to withdraw annually from traditional IRAs and employer-sponsored retirement plans after you reach age 70½ (or, in some cases, after you retire). You can always withdraw more than the minimum amount from your […]