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.
The Robo-Advisor Battle Gets Personal
The public trash-talking among Schwab, Betterment and Wealthfront is entertaining, but I think our industry would be better served by a return to civil debate.
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.
SEC Chair Wants Activist Fights to Be Nicer
M&A lawyers and bankers want to know what the SEC is going to do about various activist fights. Chairwoman White's speech offers a few clues.
Explaining the Market’s Explainers
Often, they seem to be saying “I don’t like that!” but lack either the awareness or courage to acknowledge the subtext of what they’re saying.
Will She or Won’t She? Mary Jo White and the Broker Fiduciary Standard
News of SEC Chairwoman White’s support for a broker fiduciary standard may be greatly exaggerated.
Managing the Unique Risks of Yacht Ownership
Yachting may be enjoyable to the owner, but beware fractional ownership, which can carry plenty of risk in addition to a family.
Little-Known Tax Provision That Every Estate Planner Should Know
The 65-day rule allows some trust distributions to be made after the new year and still apply toward prior tax year.
Removing the Roth IRA Contribution Limit With 401(k) Dollars
Back-door routes to funding a Roth IRA have developed to allow clients to grow these accounts more quickly, including one that cuts right through the traditional, employer-sponsored 401(k).
Levine: BNY Mellon's Best FX Execution Was Pretty Bad
The modus operandi of the bank's foreign exchange trading program was "we give you the worst price of the day and pocket the difference," Bloomberg's Matt Levine writes.