Dynasty trusts growing in popularity among super-rich
A tool allowing the super-wealthy to pass assets from one generation to the next without paying taxes is resurging among Hoosier investors.
Wealth Management
Articles
KIM: Managers with skin in game most likely to perform well
It seems perfectly logical that you want to invest with a manager or fund where the manager has a significant amount invested alongside you.
Dynasty trusts let wealthy escape estate, gift taxes forever
Carmel financial executive among those who plan to shield millions of dollars in a dynasty trust, so it can be passed on to multiple generations of descendants while paying as little in taxes as possible.
KIM: Contrarian mind-set is key to unearthing opportunities
For investors, the time to be nervous is when there’s nothing but blue skies on the horizon. The time to be opportunistic is when there’s blood running down the street and the high-paid talking heads are screaming that the sky is falling.
SKARBECK: Getting out of a hole requires digging by all
We live in a fantasy world if everyone thinks we need to cut back on spending unless it affects them.
Receiver to manage assets of Fishers money manager
A receiver will take control of assets held by Samex Capital CEO Keenan R. Hauke, a prominent Fishers money manager accused by state officials of violating securities laws.
SKARBECK: Finding a bright spot in dismal housing news
One analyst even declared that, relative to disposable income, housing is more undervalued than at any time in the last 35 years. So it is an attractive time to buy a house if you plan to be a long-term owner.
SKARBECK: Debt-ceiling issue has no easy solutions
The public must understand that the arguing in Washington over raising of the debt ceiling is just political posturing.
SKARBECK: Microsoft stuck in 1990s when acquiring companies
Microsoft Corp.’s acquisition of Skype for $8.5 billion, announced May 10, continues a long history of a lack of price discipline in Silicon Valley.
SKARBECK: Look beyond gold for inflation hedges
gold has been in a 10-year bull market, so today’s investors aren’t exactly discovering the metal at cheap prices.
Judge freezes assets of Fishers money manager
A Hamilton County judge has ordered a temporary asset freeze against prominent Fishers money manager Keenan Hauke, who is being investigated by the Indiana Secretary of State’s Office over financial irregularities involving a hedge fund he operates.
Durham set for afternoon federal court date
Former Indiana businessman Timothy Durham, 48, who is accused in a $200 million fraud scheme, is scheduled to appear in federal court in Indianapolis on Wednesday at 2:30 p.m.
SKARBECK: Fed’s monetary policies drag down bond returns
Inflation is a sinister sort of tax that confiscates wealth. Bonds will lose value in an inflationary environment as interest rates rise.
HAUKE: When others panic, think about investing
It is at times like this that it pays to have a little historical perspective, a touch of experience and a steady demeanor.
SKARBECK: Reaching too far for yields may have consequences
Investors eager to capture return are frequently attracted to investments that offer high yields. But before leaping into them, they should remember the useful idiom: “There is no free lunch.”
HAUKE: Unrest around the world has roots in one thing
Just about every country in the world, with the exception of Australia, is strapped for cash.
Investment firm buys former bank branch
C.H. Douglas & Gray will relocate to 71st & College building previously owned by PNC Bank.
Money flowing to international markets
Booming growth, rising middle classes are attracting investors.
HAUKE: Internet sites make splash without public markets
There is an interesting twist to all these newly discovered pots of Internet gold. They are not public, but almost anyone can buy stock in these companies in the private market if you hunt around enough.
Indiana to stop mailing out state income tax forms
The State Department of Revenue estimates the change will affect about 1 million taxpayers and save the state about $200,000 in the next fiscal year.