A Counterintuitive Way to Keep Clients Happier
Risk-profiling firm Riskalyze argues that, paradoxically, advisors win by initiating relationships based on risk rather than return.
IRS Has New Favorite People to Audit
If you’re scared of an audit by the IRS, there’s less to fear these days — except for one group of taxpayers.
Hedge Fund Firm GMO Says Stop Hedging Your (Foreign) Bets
The Boston-based hedge fund firm argues that, paradoxically, hedging foreign equity actually increases risk.
4 Ways Wealthy People Can Still Hide Money
Gone is the heyday of Swiss bank accounts. Here are four ways to get secrecy, or lower taxes, though rarely both at the same time.
How to Get the Most Out of a Donor-Advised Fund: Vanguard
A new guide from Vanguard Charitable offers advice for donor-advised fund clients.
20 Social Security Tax Facts You Need to Know
A Tax Facts expert answers questions on Social Security and taxes that many of your clients are likely pondering.
What Americans Really Think About Taxes: Pew
One surprising finding: More than a third of taxpayers say they like doing their taxes, according to Pew Research.
10 Best & Worst States for High-Income Taxpayers
Income, property and sales taxes can really add up in some states, according to the Institute on Taxation & Economic Policy and WalletHub.
5 Steps to Help College Graduates With Student Debt
Providing solid postgraduate financial planning can help your clients’ children get off on the right foot while solidifying ties with your clients.
10 Best & Worst States for Low-Income Taxpayers
State and local taxes are surprisingly regressive in some states, the Institute on Taxation & Economic Policy and WalletHub report.