NY Daily Record Since 1908

For all their virtues, mutual funds have some serious flaws. To their credit, mutual funds can provide things that most investors desire, things like broad diversification, transparent holdings, good liquidity and easy trading. Unfortunately, most mutual also have serious performance ...

Tagged with: David Peartree Worth Considering

As most of you probably know, the New York State CLE Board recently created a new category of CLE credit, effective Jan. 1, 2018, called Diversity, Inclusion and Elimination of Bias (D&I). D&I programs must relate to the practice of ...

Tagged with: GRAWA President's Message Jodie Ryan

Investors are all aware of valuation metrics and what one metric might mean for a particular stock or, collectively, for the marketplace as a whole. Less talked about are investor and advisor sentiment and confidence. Investors gain much insight by ...

Tagged with: Mitchell Thomas Money Management

The world is trying to understand what to do with the newly popular cryptocurrencies that have emerged. 2017 was a breakout year as prices soared higher. All sorts of investors jumped in to speculate on their future — a theme ...

Tagged with: Fraud Facts James Marasco

Like it or not, we now live — and practice law in — a digital world. For example, efiling is quickly becoming the norm in many jurisdictions. In fact, according the 2017 ABA Legal Technology Survey Report, for 55% of ...

Tagged with: Legal Loop Nicole Black

In light of the amorous atmosphere surrounding Valentine’s Day, a refresher on the prohibitions when it comes to intimate relationships between lawyers and clients is appropriate. Relationships with clients are difficult to justify, particularly given the lawyer’s fiduciary responsibility towards ...

Tagged with: Examining Ethics Victoria Gleason

As we all know, February is Black History Month, which makes this the perfect time to draw attention to the MCBA’s ongoing efforts to: Increase the diversity of our membership, MCBA leadership and the local bar in general; Position ourselves ...

Tagged with: Jill M. Cicero MCBA President's Message

Naturally, one might think that a Supreme Court decision involving the tolling of statutes of limitations would be dull. Yet, in Artis v. District of Columbia, 583 U.S. ___ (2018), a 5-4 decision authored by Justice Ginsberg (Decision), the interpretation ...

Tagged with: Mary E. Shepard Trials and Tribulations

As part of Black History Month, Volunteer Legal Services Project will be paying special tribute to the late Hon. Roy W. King, a Rochester jurist who followed in the footsteps of Carter G. Woodson, the son of former slaves. After ...

Tagged with: Louise Spinelli Pro Bono Spotlight

We have all heard that “change is constant.” Yet, as January fades into February (along with our New Year’s resolutions), it is easy to fall back into the swing of regular habits and daily rituals while overlooking the daily opportunity ...

Tagged with: George D. Marron Money Management

You see the green and white vehicles of the Border Patrol cruising the roads of Monroe County and the adjacent counties. What you may not know is that the Border Patrol believes it has the authority to stop any vehicle ...

Tagged with: Scott Forsyth

I recently had the opportunity to spend a few hours with a good friend, who also happens to be an outstanding labor and employment attorney. Because he lives several hours away, we don’t get together as often as we’d like, ...

Tagged with: Frank A. Cania HR Connection