On Watch – February 2012

In this issue:

  • “Miscalculating Portfolio Liquidity—A Lesson Learned from 2008” by D. Fort Flowers, Jr., CFA
  • “How to Be a Great Trustee” by Leslie Kiefer Amann, JD
  • “Understanding Roles and Responsibilities in Family Businesses” by Ross W. Nager, CPA

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POSTED IN: Administration, Investments, On Watch, Planning