Latest Content

Benefits of a Blind Trust for Executive Diversification

Ronald Logue, CPA, CTFA |
Wealth Planning

Corporate executives and insiders who own millions of shares in their companies can achieve diversification within regulatory guidelines. A blind trust enables an insider to give a trustee the sole responsibility to decide on the timing of sales of company stock, without participation by, or knowledge of, the insider. It allows insiders to achieve investment diversification

Read More...