Publications


Articles

Management Secrets of the Grateful Dead

Doing the Math on Coupons

A Different Kind of Miracle on the Hudson

Annuity Analytics: How Much to Allocate to Annuities?

More Index Funds Sought for 401(k)s

Long Derided, This Investment Now Looks Wise

Entrepreneurs Win Tax Case Versus IRS

Bear Markets Since 1950

Putting "panic" in perspective

Our favorite holding period is forever.

Albridge Solutions Brochure

Cash Edge

Long Term Investment Focus

Managing the Tax Consequences of Large IRAs


Case Abstracts

The Life Cycle Buy-Sell

Modern Portfolio Theory


Exit Planning Articles

Exit Routes for Executives

Inevitabilities

Transferring Wealth to Children: A Primer for Business Owners

Using Short-Term Key Employee Incentives to Increase Sale Price


TrustDesign in the News

Cutting Red Tape to Permits - Milford Daily News
Dan was personally invited by Governor Mitt Romney to speak at this event!

Representative Richard Ross - Press Release
Dan is quoted in this press release from Rep. Ross'
office. A picture of the event is included in the release.


Additional Information

Recommended Reading List