Is the Stand-Alone HRA Making a Comeback?
Stand-alone health reimbursement arrangements have been a casualty of the Affordable Care Act, but proposed legislation could allow some small businesses to keep using them.
To Help the Middle Class, Raise Interest Rates: Searching for Alpha for August 2015
Everything from corporate greed to the tax code has been blamed for the expanding wealth gap, but artificially low rates may be a bigger contributor.
Pay Attention, Ignore the Fed
There's a whole generation of traders who have never seen a rate increase, but normalization of interest rates can't get here soon enough for me.
Think FATCA Requirements Only Apply to Foreign Entities? Think Again
U.S. individuals and entities with foreign financial assets may be required to file Form 8938 with the IRS.
Court Rules There’s No 180-Day Limit on SEC Investigations
An appellate court has agreed with the SEC’s self-serving interpretation that Dodd-Frank's 180-day Wells notice limit was not an enforceable limit at all.
Robo-Advisors: 3 Signs You’re at Risk; 3 Ways to Respond
The parallels between the dot-com craze and today’s robo-advisors are many. We debunk claims, list which advisors are vulnerable and remind you of your advantages.
Summer Is an Ideal Time for Strategic Planning
Summer is the ideal time for owner-advisors to start getting their firms, and themselves, ready to grow.
The Case for Charging Both AUM and Flat Fees
Rather than an either/or solution, Deborah Fox's "AUM plus fees for specific services" model provides value to clients while smoothing the advisory firm's revenue stream.
Ritholtz: Stop Thinking About the Market as if It Were Human
The language we use to describe market moves changes both our expectations and our behavior.
Maximizing Health Savings: HSA or FSA?
As out-of-pocket health-related expenses rise, finding a tax-preferred funding method has become critical. So, health savings accounts or flexible spending accounts? Or both?