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Stories written by Iain Marshall
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What should you know about establishing a trust?

Iain Marshall

You don’t have to be a CEO or multimillionaire to benefit from a trust. In fact, many people gain advantages from establishing one — so it may be useful to learn something about this common estate-planning tool. Why would you want a trust? For one thing, if you have highly specific wishes on how and when […]

No Comment / July 29, 2015 | Posted in Business Columns | Read More »

What are your excuses for not investing?

Iain Marshall

We all make excuses. Most of the time, they’re pretty harmless. But you could be hurting yourself if you make excuses for not taking action in some areas — and one of those areas is investing. Not investing, or not investing enough, can have serious consequences. In fact, a lot of people are poorly prepared […]

Comments Off / July 01, 2015 | Posted in Business Columns | Read More »

“Step-by-Step” Approach Can Ease Estate-planning Process

Iain Marshall

Like many people, you may enjoy investing. After all, it can be invigorating to put away money for your future, follow the performance of your investments and track the progress you’re making toward your long-term goals, such as a comfortable retirement. However, you might be less excited about doing estate planning, dreading the perceived time, […]

Comments Off / May 28, 2015 | Posted in Business Columns | Read More »

Outlook for today’s investors: Less certainty — but potential opportunities

Iain Marshall

The world of today is vastly different from the one that existed in, say, 1974. Innovations such as the Internet, smartphones, tablets, Facebook, Twitter and so on have made our lives more enjoyable, efficient and productive in many ways, and have vastly improved our access to the world’s knowledge. Yet when it comes to one […]

Comments Off / May 10, 2015 | Posted in Business Columns | Read More »

Time for some financial spring cleaning

Iain Marshall

We’ve just arrived at spring, the time when many people spruce up their homes, yards and other parts of their surroundings. This year, why not extend that practice a little further and give your financial and investment environment a good spring cleaning? Here are a few suggestions for doing just that: Reduce duplication. If you’ve […]

Comments Off / April 01, 2015 | Posted in Business Columns | Read More »

Women may face extra challenges in seeking financial security

Iain Marshall

On March 8, we observe International Women’s Day. On this occasion, thousands of events across the world will honor the cultural, political and social achievements of women. Of course, in many countries, women still face significant economic challenges. And even here in the United States, women encounter more obstacles than men in the pursuit of […]

Comments Off / February 25, 2015 | Posted in Business Columns | Read More »

What does 2015 hold in store for investors?

Iain Marshall

If you’re an investor, you probably had a pretty good year in 2014. But what’s in store for 2015? It’s essentially impossible to make precise predictions about the performance of the financial markets — but it is possible to identify those economic conditions and market forces that may help shape outcomes in the investment world […]

Comments Off / January 28, 2015 | Posted in Business Columns | Read More »