Apr 2014

Investment Management – First Quarter 2014

p>Happy Anniversary! In March, equity markets entered into the sixth year of this bull market. Despite a number of headwinds – the harsh winter weather, Russia’s annexation of Crimea, concerns about emerging markets and the withdrawal of liquidity by the Federal Reserve – stocks held their ground.
Apr 2014

Foreign Assets

The US Government is pursuing foreign banks, foreign brokerages and other facilitators for information on US taxpayers holding financial accounts outside the US.