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.
Under the Hood: Tax Treatment of ETFs vs. Mutual Funds
Despite similarities in taxation of the two, the structural difference and potential absence of long-term capital gains in ETFs makes them a compelling investment vehicle.
Getting the Right Tools for Financial Planning, Asset Management
I've changed my financial planning software, and have re-upped for Morningstar Advisor Workstation, with one very nice addition: YCharts.
Under the Hood: The US Fractional Reserve Banking System
The history of money, how it's valued and how leveraging bank deposits creates additional capital.