Latest Articles

Retirement policy

US Budget Deficit: How bad is it?

Monday, July 28th, 2008

It’s bad, really bad. The worst part is that we don’t even know how bad it is. The 2009 unified budget deficit is estimated now at $490 billion. Some of that number is expected and fine – during a recession taxes fall and certain expenses like unemployment benefits rise. It’s still a really big number […]

Roth IRAs: What was Congress thinking?

Friday, May 2nd, 2008

I attended a conference yesterday for practitioners and academics to determine the requirements for software that would help advisors make recommendations for taxwise decisions about timing retirement withdrawals from all the various investments (401(k)s, Roth IRAs, brokerage accounts, personal residences) their clients hold. Things I learned: 1) These decisions have a huge impact over how […]

Private equity vs. public equity

Sunday, September 23rd, 2007

The New York Times has an article this weekend about Hertz’s makeover by private equity and goes through some advantages private equity firms may have over public owners in improving operating earnings of companies. Private equity firms may be able to foist a lot of change on a company in a short period of time, […]

Log in