SUMMERTIME IS CALLING: Getting to know Mike Insco of East Coast Seafood Market By Chris Wirszyla, LOL contributor

  Mike Insco is a busy man. He built and owns East Coast Seafood, located on Dawson Street, which his wife Michelle says is the oldest, single-owned seafood market in Wilmington. When Michelle—with whom I work at Cape Fear Elementary School—learned I am a clammer, from way back to my days on Long Island, it […]

DONOR-ADVISED FUNDS: A great way to donate to your favorite charity by Ron Copley, Ph.D, CFA, LOL contributing writer

Due to recent changes in the tax law, taxpayers are asking financial advisers the best way to donate to IRS-qualified nonprofit organizations. Knowledgeable financial advisers explain how taxpayers (TPs) can either write a check directly to the charity or open a donor-advised fund (DAF) and disburse from it. A DAF is not only tax-efficient, but […]

SOUNDS OF YESTERYEAR: Wilmington Symphony highlights Motown sounds with Spectrum by JS Carver, LOL contributor

Motown’s signature bee-bop, do-wop, catchy upbeat sound traces its roots back to Detroit’s very own Berry Gordy Jr. Gordy started the Motown American record company in 1960, which went on send performers like Mary Wells, the Marvelettes, the Supremes, the Four Tops, Stevie Wonder, Marvin Gaye, and the Jackson Five, among others, to superstardom. In […]

FROM THE CFA INSTITUTE: Addressing the Fidicuary Standard of Conduct by Ron Copley, Ph.D, CFA, LOL contributing write

Advisers at Copley Investment Management unconditionally believe all persons giving investment advice should adhere to the fiduciary standard of conduct. The issue is not as complicated as some would like to make it. What is the problem, we wonder, for an investor to clearly understand whose best interest is being served: the person giving the […]

PLANNING BEYOND RETIREMENT: Discussing the importance of revocable trusts by Ron Copley, Ph.D, CFA, LOL contributing writer

Estate planning extends a person’s retirement plan by looking beyond life to the disposition of assets. An important tool most people should consider is a revocable trust. The key tool allows the granter—who may be known as the settler or creator of the trust—to retain control of the assets during life while providing for beneficiaries […]