Today Bernie Sanders finally released a tax return, only one year, 2014. The obvious questions is, why has it been so difficult for Senator Sanders to reveal his tax returns while his opponent Hillary Clinton has released several years of complete returns, opening her up to severe criticism over her income sources. After only … Continue reading Is Bernie Sanders “Douple Dipping” by Collecting Social Security While a US Senator? Why Also Invested in AIG subidiary VALIC
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The following Friend of the Court Brief was sent to Magistrate Judge Nathanael Cousins, United States District Court, Northern District of California regarding the Intel 401K Class Action. January 15, 2016 TO: Judge Nathanael Cousins San Jose Courthouse, Courtroom 7 – 4th Floor 280 South 1st Street San Jose, CA 95113 FROM: Bill Parish, Parish … Continue reading Friend of the Court Brief – Inside Story on Intel 401K Class Action, Why a Nuisance Suit
As an independent investment advisor with a background that includes previously having been a CPA and Chief Financial officer with extensive audit, tax and operational experience, it is particularly easy for me to provide substantive comments on political candidates financial disclosures, including investments and tax returns. This work has been featured in leading publications including … Continue reading Ted Cruz Personal Financial Disclosure Missing from Federal Website
by Gretchen Morgenson, The New York Times Bill Parish, a registered investment adviser at Parish & Company in Portland, Ore., is a big fan of Intel and owns its shares for his clients. In an interview, he characterized Intel’s retirement plan as “great” but said it would be even better if it jettisoned the hedge … Continue reading Intel Lawsuit Questions Place of Hedge Funds in Retirement Plans
By Gretchen Morgenson - November 20, 2015 "We push the boundaries." That's how Intel Corporation, the respect Silicon Valley computing giant, describes its role as an innovator and creator of value for shareholders, customers and society. The case against Intel has a different twist. At its heart is this question: Should hedge funds, private equity … Continue reading The New York Times – Intel Lawsuit Questions Place of Hedge Funds in Retirement Plans
Warren Buffett has announced his largest buyout in history, the $38 billion takeover of Portland, Oregon based Precision Castparts. This is almost twice the size of the Heinz takeover, one of his largest prior takeovers. Heinz and other Buffett enterprises, including Burlington Northern and Pacific Power, are having a strong negative impact on the Oregon … Continue reading SEC Chair White Has Conflict Regarding Buffett’s $38 billion takeover of Precision Castparts
Disclosure and Media Development Background: Parish & Company maintains no speculative investments in the health care companies discussed and does not collaborate with any private equity or hedge funds. It's goal is to identify high quality health care opportunities suitable for long term oriented investment. This effort includes providing high quality news material to leading … Continue reading Private Equity and Hedge Funds Employ Enron’s Tricks to Manipulate Health Care Grid
Today Oregon PERS approved a $400 million investment in Stonepeak, a firm that invests in "infrastructure projects." In his presentation Stonepeak's managing director Michael Dorrell noted their strategy is to invest in "essential infrastructure assets with an economic monopoly, much like an airport." This includes water, power plants, transportation and telecom with a focus "outside … Continue reading Oregon PERS Approves $400 Million Investment in Stonepeak Infrastructure Fund
Disclosure: Parish & Company maintains no ties to any of the Presidential candidates. The purpose of this post is to summarize the major candidates tax returns and related financial disclosures. Given that both the Clinton and Bush campaigns have issued reports using the Scribd service, which prohibits printing the entire documents, as a public service, … Continue reading Clinton, Bush and Fiorina Tax Return Reviews
It is surprising how much discussion surrounds Hillary Clinton's emails after Edward Snowden clearly revealed that more than 1 million people have top level security clearance, many of whom are contractors with no government oversight. Whether there are 2 or 20 top secret emails on her server may be irrelevant. There is also a certain irony that … Continue reading Clinton Tax Returns Focus Email Controversy – a Y2k Moment?