Articles & Blog Posts

Use Money to Control Your Children

-- Carol Pepper, November 11, 2009, Forbes.com
I have been working with wealthy families for over 25 years. Their main focus is always the well-being of their children, but these family relationships are often heartbreaking due to disagreements around money...
[READ ARTICLE ONLINE]

Build Your Investment Philosophy

-- Carol Pepper, November 3, 2009, Forbes.com
The most successful investors develop an investment philosophy to guide their decisions. Some aspects should reflect universal best practices, while others should have a more personal spin...
[READ ARTICLE ONLINE]

Credit Cards Still Pay, Despite Defaults

-- Carol Pepper, October 7, 2009, Forbes.com
The outlook for credit card firms is positive, courtesy of virtually free money from the government and high fees...
[READ ARTICLE ONLINE]

Take Some Off the Table

-- Carol Pepper, September 29, 2009, Forbes.com
The rally has been impressive, but there's evidence that fundamentals remain mixed. Take some profits and reallocate...

Win With Asset Allocation

-- Carol Pepper, August 26, 2009, Forbes.com
More returns come from asset allocation than anything else. Here are some models you can use to ride out volatile times...
[READ ARTICLE ONLINE]

Investing While Retired

-- Carol Pepper, July 24, 2009, Forbes.com
Just because you're relaxing doesn't mean that your portfolio should...
[READ ARTICLE ONLINE]

You Can Still Buy China and India

-- Carol Pepper, June 11, 2009, Forbes.com
First the bad news: There's been an amazing rally taking place in the world's emerging markets, and it's entirely possible you missed it. Now here's the good news: Just because you missed it so far, doesn't mean it's over....
[READ ARTICLE ONLINE]

TALF Works, Buy Financials

-- Carol Pepper, June 15, 2009, Forbes.com
Firms are now selling funds back by the government's TALF program. You can profit by following who's selling these assets...
[READ ARTICLE ONLINE]

Oil's Price Is Right

-- Carol Pepper, June 10, 2009, Forbes.com
Climbing oil prices could signal a recovery...

Buy Tech, Industrials, Raw Materials

-- Carol Pepper, June 09, 2009, Forbes.com
Industrials and technology get our industry observers excited..
[READ ARTICLE ONLINE]