Axel Merk: ‘There Is No Safe Asset Anymore’
In a provocative and wide-ranging interview, currency manager Merk says stocks will fall, cash isn't a haven and he "wouldn’t touch bonds with a broomstick."
Charitable Giving: Good for Clients’ Charities, Taxes and Financial Plans
Equity-owning clients with low cost basis positions can benefit from a tax-efficient charitable strategy that complements the overall financial plan.
6 Top Tax Changes for 2015
These are the major changes to the Internal Revenue Code taking effect in 2015.
Finke: When Municipal Bonds Get Exciting
Munis can hold considerable attraction, under the right circumstances.
3 Asset Managers on 2015 Investing Amid Rising Geopolitical Risk
The importance of both political and geopolitical risk have gained further amplitude and raised their profile as key issues for the investment community to consider in 2015.
4 Biggest Changes to IRAs in 2015
If you’re working in the IRA space, you need to know the four most important changes that will take place in 2015.
Under the Hood: What You Need to Know About HARP Mortgages
The government program to help homeowners who have ‘under-water’ mortgages is still running, and many people remain eligible.
GOP Blasts User Fees Plan, Tells SEC to Boost Exams Now
Reps. Hensarling and Garrett give SEC Chairwoman White a Dec. 5 deadline to detail how agency will reallocate resources.
Under the Hood: Life Expectancy and Financial Planning
To make an adequate financial plan, you must assume a certain life expectancy for the client. Here's how to get started.
Long-Term Care Premium Deductibles To Increase in 2015
The IRS will once again increase the amounts long-term care insurance customers can deduct from their federal income taxes