CornerCap Blog

DeathAndTaxes

Guaranteed Taxes vs. Uncertain Returns

Written by Mark H. Tucker, CFA on March 23, 2015
We are often asked questions about taxes and tax strategies utilized by CornerCap.  While we have written several articles on the subject in the past, we wrote a comprehensive report, Guaranteed...
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Algorithms

Gurus vs. Algorithms

Written by Thomas E. Quinn, CFA, CPA on February 24, 2015
Today, almost everyone uses GPS in their cars to find driving directions.  If you use GPS regularly, you will have experienced a situation when the system came back with incorrect directions.  While...
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CharitableGiving

Timing Charitable Donations – Giving vs. Receiving

Written by Richard T. Bean, CFA, CPA on February 3, 2015
In this article, we review techniques to improve tax efficiency with particular emphasis on donor advised funds. The US equity markets delivered impressive returns again last year.  Large-cap...
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GotEthics?

Jail House Stock (If It Sounds too Good to be True…)

Written by Charles E. Bettinger on January 5, 2015
Ponzi schemes can be shocking, particularly when you used to know the guy who created one. CornerCap’s trader Charlie Bettinger reflects on the irony of a former colleague from his Wall Street days,...
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