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Somebody Else’s Money©: Wall Street Tango By John Lohr and Ian Lohr Material is taken from The Fiduciary Sale and Investing as a Fiduciary, now available from Isle Press, and the forthcoming Somebody Else’s Money, by John and Ian Lohr © 2003, 2004 Howling Wolf...
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Setting Investment Policy
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Bernie Madoff didn’t invent it, Gordon Gecko didn’t perfect the “Greed is good” philosophy, and the regulators won’t end it. Scams, fraud and fat cat greed have been with us for millennia. It’s the way we’ve done business. The South Sea Bubble In 1711, the...
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INTRODUCTION XXXXX has identified some issues of concern where employee benefit plans frequently fail to comply with the regulatory requirements laid down by law. The purpose of this book is to identify the areas of deficiency, and recommend solutions to specific...
