Articles

Top investment minds weigh in on erratic market

In recent weeks, two of the planet’s most respected investment minds have weighed in with their thoughts on the state of the world’s financial affairs—Bill Gross at PIMCO in southern California and Jeremy Grantham of GMO LLC in Boston. It is always worthwhile to examine their thoughts and the logic behind them. As investor hopes […]

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Seasoned stock pros size up slump

Media pundits regularly call the current economic crisis the worst since the Great Depression. One of the few Indianapolis financial experts who’s actually qualified to make such a comparison is Donald C. “Danny” Danielson, the 89-year-old vice chairman of City Securities Corp.

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Givers get strategic

 Wealthy people are getting more advice from hired professionals and less from peers and not-for-profit personnel when
making
decisions about charitable giving, a new study shows.

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Knall accepts suspension in unusual SEC case

Newly public records suggest that securities investigators had far from an airtight insider-trading case against David Knall,
the star Indianapolis investment broker who nonetheless agreed to settle the 3-year-old inquiry by agreeing to a one-year
suspension. The Securities and Exchange Commission announced the pact Dec. 4. In addition to consenting to the suspension,
Knall, a managing partner of Stifel Nicolaus & Co., agreed to pay $123,865.

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