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 our founding in 1993. We are fortunate to be beneficiaries of Professor Fama’s ideas.  We would like to extend our […]

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.  While this blog post is not intended to be an exhaustive list or an in-depth estate planning discussion, it does […]

October 10, 2013  |  

Why You Need a Power of Attorney and Medical Directive

The following story, albeit a difficult one, highlights the importance of a medical directive and a durable power of attorney.  Without these documents in place, you and your family could face personal and financial disaster at the same time. It’s late at night and you’re waiting for your husband to arrive home from a business trip.  Suddenly the phone rings and the voice on the other end informs you that your husband was in a […]


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 as 529 account beneficiary with no penalty. Many states offer income tax deductions for contributions to their 529 plan. A […]