Wealth Management for Wild Markets
Commonwealth Financial Network’s Gavin Morrissey takes a diligent, but not necessarily conservative, approach.
Evensky, Friedman, Mellan at Think Retirement Income Conference
A retirement planning conference kicks off Thursday with, we humbly submit, a difference: a program guided by top advisors who share their retirement planning secrets and challenges.
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.
Commonwealth Financial’s McMillan Launches Blog on Economy, Markets
The BD’s chief investment officer’s musings are aimed at educating advisors and their clients.
What Obama Health Law Means Now That It’s Called a Tax
Considering the Patient Protection and Affordable Care Act’s broad reach, one simple thing is true of the PPACA’s potential tax and investment consequences: it’s complicated.
Commonwealth Adds Investment Policy Statement Software From IPS AdvisorPro
Broker-dealer makes IPS software from Norm Boone and Linda Lubitz Boone's company available to its reps at a discount.
Tax and Philanthropy Focus: Year-End Giving Made Easy
Last minute tax planning might very well include giving some wealth away, to your clients' benefit, and society's.
CLATs: A Leading Estate Planning Strategy for Wealthy Clients
Why a charitable lead annuity trust should be an integral piece of a tax-efficient wealth transfer plan in the current economic environment, and an example of how CLATs work.
Tax Planning Advice: Charitable Tax Deductions—Gavin Morrissey
In the wake of the 2010 Tax Act, charitable giving becomes more interesting, says Gavin Morrissey.
Tax Planning Advice: Leverage the Estate Tax Exemption—Gavin Morrissey
Start giving away assets in the window of opportunity the 2010 Tax Act created, says Gavin Morrissey. A GRAT would also be a good idea.