You represent a minority shareholder of a closely-held corporation and the company is having an off year. The majority shareholder is the sole member of the board and serves in every officer position.

“How much Side A D&O insurance do I need” is a tricky question for directors and officers these days. It’s also a practical question worth exploring given the increasing frequency of large derivative ...

Thomas J Catalano is a CFP and Registered Investment Adviser with the state of South Carolina, where he launched his own financial advisory firm in 2018. Thomas' experience gives him expertise in a ...

Derivative income exchange-traded funds are gaining ground with financial advisors, as more firms look to expand their income-generating toolkit amid market volatility and evolving investor ...

Changes in the way derivative valuations are determined and accounted for has led to an expansion in the Treasurer’s roles and responsibilities. With ninety-four percent of the world’s largest ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Chip Stapleton is a Series 7 and Series 66 license holder, CFA Level 1 exam holder, and currently holds a Life, ...

The Calculus is made up of a few basic principles that anyone can understand. If looked at in the right way, it’s easy to apply these principles to the world around you and to see how the real world ...

Many users of open-source software are frightened by the term “derivative works”. They worry they might accidentally create derivative works and put their own proprietary software under an open-source ...