Investing For Tax-Efficient Portfolio Income
We estimate that an investor in a 60/40 portfolio now faces a 29% chance of incurring a large loss (defined as a 20% loss from peak to trough) in some period within the next 20 years. Shifting the bond allocation to long bonds would increase the risk …
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Devotion to arts, education earns Rollin Dick 2014 Carroll Award
Pity the old-school pocket calendar that retired CPA, venture investor, community leader and former Conseco Chief Financial Officer Rollin “Rollie” Dick uses to keep track of his commitments. Dick was instrumental in helping the Civic Theatre move from …
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Democratic candidate in state Senate race holds big fundraising lead over …
There is not a CPA in the Legislature, and it sure tells. I can balance a budget. It seems to me … His ideas include: limiting government spending to a defined percentage of actual revenue, making public employee salaries and benefits conform with …
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