John D. Rockefeller

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  8 of History’s Best Investments

  By Dan Berman, AdvisorOne  |  April 23, 2013

  When the right investor marries the right time with the right company, the return on investment and the size of the return goes through the roof.

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  Top 10 Richest Colleges for 2012—The Biggest Endowments

  By Dan Berman, AdvisorOne  |  April 2, 2013

  After a big year in 2011, these 10 colleges’ funds rose at a much slower rate last year.

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  Top 10 Richest Colleges for 2011: The Biggest Endowments

  By Dan Berman, AdvisorOne  |  October 24, 2011

  Some surprises on the endowment front, and some non-surprises. Ivy League schools dominate the list with Harvard's haul nearly double its arch-rival's

• Creating the Legacy

  By Staff Writer  |  November 1, 2008

  In 1975, the SEC deregulated brokerage commissions and set the stage for Charles Schwab & Co. to create the discount brokerage business model. By unbundling...

• Taking Charge

  By James Picerno  |  April 1, 2006

  In the mid-1990s, Stuart Lucas read the writing on the wall, and it wasn't encouraging. He and his extended family--heirs to the Carnation Company fortune--faced...

• The Latest Oil Crisis

  By Bob Clark, AdvisorOne, Bob Clark, AdvisorOne  |  March 1, 2006

  Let's start with a couple disclosures. First, having lived through the disastrous economic consequences following the first Arab oil embargo in 1973, and having been...

• Post-Retirement Planning

  By Staff Writer  |  November 1, 2004

  After a long, hard struggle, millions of Americans are just about to reach the promised land of retirement--a time when they can sit back, relax,...