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Tag: speak

Articles tagged as Speak

Living Trust Investing: Income Considerations when the Grantor Dies

Posted on July 16, 2020 by Todd Marvel
When the grantor of a living trust expires, the trustee (particularly a relative or close friend) sometimes feels reluctant to revise the portfolio, believing it is an affront to the wishes of the deceased.After all, if the investments were sound throughout life, they need to be sound enough upon her or his death...

The Exclusive Club of Large Caps

Posted on April 30, 2020 by Todd Marvel
Picture one of these clubs where only the real heavyweights need apply.From the library the old aristocrats, General Motors and JP Morgan, are dozing in their leather seats.On the patio, a late luncheon is underway for people who have just improved their standing through union.ExxonMobil and Citigroup are a part of the celebration...