Archive for December, 2013

PREMIUM: MARK CORTAZZO & ALEXANDRA LEBENTHAL

December 12, 20130 Comments

Minimizing Tax Pain

Nothing is certain but death and taxes and what is certain this year is that taxes have gone up. Increases in the social security tax rate, Federal laws such as the Affordable Care Act and the American Taxpayer Relief Act of 2012, and stock market gains mean many Americans are facing much higher tax bills. Financial advisors Alexandra Lebenthal and Mark Cortazzo will help us minimize the pain.

CATCHING LIGHTNING IN A BOTTLE – AN INTERVIEW WITH WIN SMITH

December 6, 2013
On public television, WEALTHTRACK is revisiting our special on why women’s retirement planning needs for their “Golden Years” are so different. Watch the episode here.

Why does a book about the creation, rise and fall of Merrill Lynch matter today? Because the rise of the world’s once largest brokerage firm is emblematic of Wall Street’s great success and critical role in the growth and prosperity of this country and the firm’s failure, of the misguided priorities permeating Wall Street today. In this WEALTHTRACK  interview we talk to Win Smith, author of the just published Catching Lightning in a Bottle: How Merrill Lynch Revolutionized the Financial World. Smith, the former Chairman of Merrill Lynch International resigned from the firm in 2001 because he disagreed with how the firm was being run. This is a fascinating history of Wall Street, two visionary entrepreneurs, their extraordinary achievements and the ultimate destruction of the great firm they created. We are adding it to our WEALTHTRACK bookshelf. Continue Reading »

PREMIUM: CATCHING LIGHTNING IN A BOTTLE – AN INTERVIEW WITH WIN SMITH

December 5, 2013
On public television, WEALTHTRACK is revisiting our special on why women’s retirement planning needs for their “Golden Years” are so different. Watch the episode here.

Catching Lightning in a Bottle- An Interview with Win Smith

Why does a book about the creation, rise and fall of Merrill Lynch matter today? Because the rise of the world’s once largest brokerage firm is emblematic of Wall Street’s great success and critical role in the growth and prosperity of this country and the firm’s failure, of the misguided priorities permeating Wall Street today. In this WEALTHTRACK  interview we talk to Win Smith, author of the just published Catching Lightning in a Bottle: How Merrill Lynch Revolutionized the Financial World. Smith, the former Chairman of Merrill Lynch International resigned from the firm in 2001 because he disagreed with how the firm was being run. This is a fascinating history of Wall Street, two visionary entrepreneurs, their extraordinary achievements and the ultimate destruction of the great firm they created. We are adding it to our WEALTHTRACK bookshelf.

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