This is the fourth presidential election campaign I’ve experienced, or shall I say, been subjected to, since I joined Investment Advisor in 1999.
Taking Sides: Will Wall Street’s Generosity to GOP Continue?
In the 2008 presidential race, Barack Obama had a substantial edge over John McCain in raising money from Wall Street. That advantage has not only evaporated for the president in the current race, but has reversed dramatically.
Top 5 Fiscal Cliff Tips for Advisors: Fi360
Fi360’s Kathy Stewart offers the basics on how to help spooked clients take action if the Bush tax cuts aren't extended or made permanent.
On Romney’s 2011 Return, HNW Tax Preparer Says, ‘I’ve Never Prepared One This Complicated’
One thing that was clear from the 379-page return was the benefit the Romneys have reaped from lower rates on long-term capital gains.
Advisor Poll Shows Growing Confidence in Romney Win
In a poll conducted in mid-June, 52% said Romney would win the election.
How the Election Will Shape Regulatory Policies for Advisors
The president appoints the people who will make the most important decisions on regulatory policy that affect your profession. First up on our list of potential changes: Treasury.
Equity Risk and the Presidential Election: What Does History Tell Us?
Increased market volatility as part of the "new normal" is the subject of countless debates. But concern doesn’t dissipate when markets calm.
11 Key Congressional Committees for Advisors to Worry About
As the election approaches, not just the White House and Congress are in play, but also control of congressional committees important to advisors and others in the financial services sector.
What Are the Odds? 6 Election Scenarios Affecting a ‘Fiscal Cliff’ Deal
In a weekly commentary, Jeff Kleintop, chief market strategist for LPL Financial, cobbled together an insightful selection of the odds of a “fiscal cliff” deal based on which party wins what after the election.
Don’t Let Clients Be Blinded by the 2013 Sunset: Tax Planning Now
The possible tax changes with the New Year—and a definite one—that you should consider for your clients, regardless of who is president.