Monthly Archives: August 2008

Six Questions to ask your Advisor: Our Answers

By
0
August 25, 2008

Hedge Fund manager Doug Kass has some questions that clients should ask of their advisors. I should point out that everybody has a bad year, I assume we will have a point where we will have to ask these questions in a harsher light of ourselves. However, these questions can separate those who you...
Read More »

Lone accountant takes on IRS and wins

By
0
August 24, 2008

And millions of us may benefit. The dispute arose when more than 30 mutual life insurance companies became publicly traded corporations in the late 1990s and earlier this decade, in a process known as “demutualization.” Mutual companies are owned by their policyholders, so the companies provided stock and cash to compensate them for the...
Read More »

The Value in Financials or Bill Miller’s Last Stand?

By
1
August 14, 2008
The Value in Financials or Bill Miller’s Last Stand?

Back in February of 2007 we began to scrub our portfolio’s of all exposure to financials, which wasn’t very high at that point anyway. Needless to say, instant alpha. Of course, the follow on question I get repeatedly, especially those who have been investing with Bill Miller and Legg Mason Capital all the way...
Read More »



Features

Thompson Creek
"Your Partners for a Life Lived Well"

Private Client Fee Only Advice

Click here

 

Email Newsletter icon, E-mail Newsletter icon, Email List icon, E-mail List icon Sign up for our Email Newsletter- The View From The Bluff
For Email Marketing you can trust
View Lance Paddock's profile on LinkedIn