Under the Hood: Stock Market Valuation, Pt. 1: Buffett’s Choice
To begin our look at the most popular stock market valuation tools, we consider Warren Buffett’s favorite.
Why You Must Invest in Good Technology
Going independent was my first step to success, but without integrated technology, I wouldn't be able to grow.
Why I’m Happy With eMoney
With clear, concise help from a dedicated trainer, I'm hooked—and I just found out about Touchpoint.
Under the Hood: The Race Between ETFs and Mutual Funds
As exchange-traded products grow in popularity, some believe they will one day dominate mutual funds.
Helping Your Working Clients Increase Their Take-Home Pay
Here's a simple way to show clients how you add value: increasing their net pay.
Understanding Bond Swaps and Their Tax Benefits
In a tax swap, you sell the bond and use the proceeds to buy another bond. The capital loss can then offset other capital gains.
Under the Hood: The History and Structure of ETFs
Not all exchange-traded products, especially ETFs, are created equal. Part 1 of what you and your clients need to know about ETPs.
Taxes and Appreciated Securities: When Should You Sell?
The guiding principle: determine how much an appreciated stock’s price would need to decline to equal the loss incurred from paying the tax.
Tax Planning: How Your Clients Can Deduct Your Fees
A look at how, how much and from which accounts your clients can deduct your fees, along with a warning about IRAs.
Your Tax Planning Role When Clients Move to Another State
You may not be a CPA or tax expert, but you can play a key role in your clients' tax planning when they're planning to move for retirement.