Media Center

Jeffrey Wasserman to speak at the Tau Boule Professional Development Series

oswaldcompanies

Oswald’s Jeffrey Wasserman, Senior VP and Managing Director of Oswald Specialty Life, will participate in a panel discussion on creating inter-generational wealth.  Other panelists include David Reynolds, Managing Director at J.P. Morgan Private Bank, and Robert Weiss, Managing Director, JP Morgan Chase. Other topics to be discussed include innovation, entrepreneurship,…

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Tightening Your Financial Belt? Tips for Managing Your Personal Insurance

Kimberly Lucarelli

With an increasingly unpredictable economy, the topic of reducing the cost of home and auto policies is front and center.   Of course, it’s never prudent to cancel your home or car insurance poli­cies or let them lapse. That is not only risky, it could invite trouble.   However, by…

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User Risks Suggest Social Media Is Not So “Friend-ly”

Kimberly Lucarelli

Would you give a complete stranger the keys to your home or office? Probably not.   Yet that’s exactly what occurs when you or a family member log onto a social media site like Facebook, or one of the popular “check-in” sites, without taking adequate steps to guard your privacy.…

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Parents: Recognize The Risks of Teenagers, Parties and Alcohol

Kimberly Lucarelli

If you have teenagers, or will soon, don’t ever assume … … they’ll never invite friends over when you’re away. Or that their friends will never bring alcohol into your home. Teens thrive on friendships and weekend parties, but long gone are the days when teens planned those parties during…

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Growing Public Resentment of Wealth Creates Disturbing Trend

Kimberly Lucarelli

If you are professionally successful, financially comfortable, own a nice home in an “upscale” zip code, there’s a growing threat you could become the target of a high-stakes lawsuit … simply because of your status. That’s the conclusion of a recent national survey sponsored by ACE Private Risk Services among…

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The Real Value of Personal Indemnity

Mark Rader

Most surety deals for privately held companies require the personal guarantee of business owners, similar to bank credit.  When a business gets larger and stronger financially, personal guarantees may be eliminated at some point.  Keep in mind, however, that a surety is also an unsecured creditor, so the surety is…

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Oswald Featured On National Investment Advice Radio Show

David Orloff

I am pleased to announce that I will be representing Oswald by discussing my knowledge and insight on life insurance and financial specialties on the nationally syndicated radio show, Straight Talk Wealth. The program can be heard in the Cleveland-Akron area on WHK (1420 AM) every Sunday from 3–4 pm. …

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