Bill Gross: Hunker Down for Global Currency War
It was actually the U.S. that fired the first shot in a currency war whose risks investors must mitigate through conservative investments, Janus' Gross warns.
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.
IRS’ 12 Tax Scams to Avoid in 2015: The Dirty Dozen
From lower-income taxpayers to the ultra-high net worth, anyone can fall victim to a tax scam — or perpetrate one.
How New York Hunts Down Tax Refugees
If you're leaving New York for lower taxes, just make sure you can prove it.
Intuit Denies Putting Profit Before TurboTax User Security
Intuit Inc., maker of TurboTax, denied claims that it prioritized the processing of fraudulent state and federal tax refunds at the expense of customers.
How Much Is an Advisor Worth? Eric Nelson Does the Math
When a prospect balks at paying advisory fees, Eric Nelson shows the value he adds — and what the absence of an advisor can cost.
UBS Gets Behind Buckets
Even the most exemplary investment in theory, with high expected returns, doesn’t cut it if your goal is to pay a bill due next month.
12 Best & Worst Broker-Dealers: Q4 Earnings, 2014
Here’s how some of the biggest firms’ earnings compared over the fourth quarter.
Tax Code Should be ‘Tossed Out,’ Expert Tells Senators
At a tax reform hearing, suggestions ranged from raising standard deductions to scrapping the whole tax code and starting from scratch.
Gold Bug Merk: The Risks of Gold
As a scientist examining the weaknesses of his hypothesis, Axel Merk takes a critical approach to gold to better appreciate its investing risks and rewards.