Dividend Recaps – Smart Policy, or Just More Politics?

June 10, 2012

Tax reform is ugly business in Washington. Few bills stir up either side of the aisle as much as discussion on tax policy – especially when the federal deficit is in the trillions annually. New corporate tax reform bills circulating through Washington are targeting dividend recapitalization and debt financing strategies often used by private equity […]

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How to Structure the PERFECT Refinance in a Sea of Options

June 5, 2012

With the 10 Year Treasury yield (why this is important) crashing through 2% and hovering around 1.5% for weeks now, it’s an optimal time to exploit the lowest rates we’ve seen EVER (Rate Table).  However, there are so many dozens of different options to choose from ranging to terms to rates to closing fees, it’s […]

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Natural Gas and Oil Spreads: What’s Up with Energy Prices?

June 3, 2012

In 1974, as oil reached new highs, Richard Nixon declared that the United States would be energy independent by 1980. He barked his claim as part of a State of the Union Address, outlining his goal he said, “At the end of this decade, in the year 1980, the United States will not be dependent […]

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The Challenges of Aging & Long Term Care

June 1, 2012

NPR recently aired an interview with geriatric care manager and author, Marion Somers, and NPR Senior Business Editor, Marilyn Geewax, as part of their “Tell Me More” series,  The interview discussed both the emotional and economic challenges of aging and long-term care.  One of the most surprising things that was reiterated throughout the entire piece, […]

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Biggest Lie of 2012: “High Tech Worker Shortage” is a Myth

May 30, 2012

I usually voice my support for business issues and call BS on pandering politicians shaking down businesses for more tax money, regulations and general class warfare.  However, I’ve also got to call BS when I see it when the mainstream media keeps purporting that businesses just can’t get enough high skilled workers to run their […]

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Market Linked CDs: Limited Risk with Potentially Massive Returns

May 28, 2012

Following the financial crisis, bankers jumped at the opportunity to provide investments with the combined potential of the stock market with the safety of certificates of deposit. Market linked CDs (MLCDs) were the final product. And though they have been around for quite some time, MLCDs are never as popular as they are immediately following […]

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