Warren Buffett

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  SEC Enforcement Roundup: Swiss Accounts Frozen Ahead of Berkshire Hathaway Heinz Buy

  By Marlene Y. Satter, AdvisorOne  |  February 21, 2013

  The SEC also filed charges recently for exploiting an immigration program, and fraud charges related to a purported clean energy company.

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  Top 10 Mega-Wealthy Donors in 2012

  By Michael S. Fischer  |  February 11, 2013

  The donors on The Chronicle of Philanthropy’s 2013 Philanthropy 50 committed a total of $7.4 billion to charity in 2012. Three of the top five philanthropists were couples under 40.

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  John Bogle: Forget Fiscal Cliff, Worry About ‘Nuclear Proliferation’

  By John Sullivan, AdvisorOne  |  February 8, 2013

  Forget fiscal cliffs, the indexing pioneer tells The Breakout on Friday, we’ve got bigger fish to fry—like “war, global pandemic and nuclear proliferation.”

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  An Advisor’s Investment Journey Into The Promised Land

  By Savita Iyer-Ahrestani, AdvisorOne  |  January 22, 2013

  It was for years a truth universally acknowledged that New York Jews retired to Florida. But in recent times, that dynamic has changed and more and more people have been eschewing the Sunshine State for another destination: Israel.

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  Southern Charm in the Small-Cap Space

  By John Sullivan, AdvisorOne  |  January 21, 2013

  Don’t let the easygoing, good ol’ boy charm fool you. Raise the topic of investment management, particularly in small caps, and Mark Travis' “aw-shucks” attitude quickly fades.

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  SEC Ends Investigation of Buffett’s Former Top Aide

  By Melanie Waddell, AdvisorOne  |  January 9, 2013

  The SEC has finished its investigation of Warren Buffett’s former possible successor, David Sokol, regarding possible insider trading, and has decided not to take action.

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  Buffett’s Gift Tops 13 Biggest Donations of 2012

  By Michael S. Fischer, AdvisorOne  |  January 4, 2013

  Warren Buffett pledged more than $3 billion in 2012, making him the most generous donor among America’s biggest philanthropists, according to a survey released by The Chronicle of Philanthropy.

• Tech, Where Hast Thou Gone?

  By Ron DeLegge, ETFguide.com  |  December 20, 2012

  No other industry sector has more innovation per square foot than technology.

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  ‘Haves’ Urge Stronger Estate Tax Proposal in Fiscal Cliff Talks

  By Michael S. Fischer  |  December 12, 2012

  ‘I can afford to pay the estate tax’ is a recurrent theme among wealthy supporters of a $4 million exemption, including a Disney, a Rockefeller, a Gates and a few folks named Buffett and Bogle.

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  3 Problems With Buffett’s Higher-Tax Arguments

  By Ronald Delegge, ETFguide.com  |  November 30, 2012

  Buffett is part of a misinformed constituency that believes high-income earners aren’t paying enough taxes.