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Always essential but rarely the portfolio star, the strategy aims to provide positive returns in down markets when investors need them most.

Ted Katramados is director and associate portfolio manager at TAG Relative Value Fund at TAG Associates and a member of the firm's investment committee. Prior to joining TAG in 2006, he was with Citigroup in Fund of Funds Diligence and Counterparty Risk Analyst at the Federal Reserve Bank. He earned his MBA at New York University's Stern School of Business and his B.S. from the Wharton School at the University of Pennsylvania.

Agency's critics say many companies still see their settlements as a cost of doing business.

Since the start of the month, the San Francisco-based bank has announced the addition of three wealth management teams — one each from Merrill Lynch, JPMorgan Chase and Wells Fargo.

Falling stock values pushed down client assets, even as the smaller base of brokers took in a higher amount of incoming holdings than a year ago at this time.

Cristin Dickerson, M.D., is founder and CEO of Green Imaging.

Mindy Zatto is founding principal at Strategic Benefits Advisors.

Gary Acosta is the co-founder and CEO of the National Association of Hispanic Real Estate Professionals. In his capacity as CEO of NAHREP, he created the Hispanic Wealth Project, a non-profit organization with a strategic plan to triple Hispanic household wealth by 2024.

While the new 10-year rule slams heirs, it may also afford some increasing largesse.

Butch Zemar is the director of benefits at Elite Benefits of America.