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.
Ritholtz: The Worldwide Deficit of High-Quality Debt
Observers like Jeffrey Gundlach and Gary Shilling expect rates on quality long-term bonds to stay low because of a limited supply, Barry Ritholtz writes.
Managing Tax Risks of Specific Types of Real Estate Investments, Pt. 3
In this third and final installment on real estate taxation, we look at how tax considerations and strategies vary among specific types of investments.
The Role of Cash in a Portfolio: Searching for Alpha for March 2015
There are pragmatic and strategic reasons to keep cash in the portfolio now. Then there's the high valuation of U.S. stocks.
Managing Tax Strategies of Real Estate Investments, Pt. 2
In this second of three installments, we delve into specific real estate strategies for investors to minimize, defer or reduce their tax liabilities.
Managing Tax Risks of Real Estate Investments, Pt. 1
Several forms of real estate investment have evolved, each offering some mitigation of one or more of the sector's inherent risks.
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.