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Nearly all investment professionals rely upon portfolio optimization techniques grounded in Modern Portfolio Theory to structure investment portfolios for individual investors. Using statistical
The stock market abounds with colorful sayings that reflect the collective wisdom of decades of investment experience. For professional investors, these time-worn adages are reminders of sometimes-
If your boat was in lay-up over the winter, you’ll need to take care of a few things before it’s ready to go, including conducting a complete safety and maintenance review. As a boat
Private family trust companies have increased in popularity in recent years, and several states have adopted statutes specific to them. This compiled information compares state trust law requirements
Runaway data growth is probably one of the greatest risk factors facing organizations today. With many organizations struggling to deal with the rapid explosion of data, coupled with increasingly
Lawsuit awards can be incredibly high, and individuals known to have substantial assets are particularly vulnerable. In some cases, the high-stake lawsuits can cause devastating
By enacting progressive trust laws building on the uniform trust code, Tennessee is attracting a growing number of family offices that are seeking flexibility to adapt to changes in family
Women have become financial powerhouses and have taken on an increasing role in managing wealth to the tune of $11.2 trillion. Some estimate that by 2030, women will control as much as two-thirds of
Ransomware has become one of the top threats to data stored on company networks and personal computers and will continue to be a top security concern in the coming years. For those unfamiliar with
A great deal of focus has been placed on the next generation of business leaders, beneficiaries, and philanthropists. Rarely discussed, however, is the next generation of trustees that will guide