The imminent fighting in Iraq is not, in my view, a second Gulf War. It is the inevitable conclusion of …
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The High Cost Of Being Right
Fighting probably will have commenced in Iraq by the time you read this. It might even be over, and the …
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Firm Boasts Three New CFPs
Palisades Hudson Financial Group went three for three in the recent Certified Financial Planner examinations, as our managers Jonathan Bergman, …
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Organizing A Small Business Is A Big Job
So you’ve prepared a business plan, given your boss two weeks’ notice and you’re about to venture into the world …
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New Rules Return Flexibility To Fiduciaries
After more than 100 years, the Uniform Prudent Investor Act (UPIA) and similar prudent investor rules have opened up a …
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Thank You For A Decade Of Sharing And Support
Exactly a decade ago, I left the security of the Big Accounting Firm to hang out my shingle. My wife, …
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Jacobs Becomes Newest Palisades Hudson Associate
Paul Jacobs, a 2002 graduate of New York University’s Stern School of Business, has joined Palisades Hudson Financial Group as …
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A Look Inside PHCP’s Portfolio
Palisades Hudson Charitable Portfolio, Inc., (PHCP) is, as its name implies, a “portfolio” of charitable options. Besides a conventional donor …
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Our New Charitable ‘Fund Family’
Americans gave an estimated $212 billion to charity last year, and will do about the same this year. A lot …
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Flypaper: Schwab’s Sweet Deal For Advisors
The following is excerpted from a column that appeared in Financial Advisor, a trade magazine, this summer. The author is …
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