How Lowering Taxes Drove Paper Millionaires to the Poorhouse
Tax expert Less Antman discusses how trying to minimize taxes — with annuities, delayed stock sales or other means — can be a trap.
4 Ways Not to Ruin Your Clients’ Taxes
Advisor and tax expert Less Antman says most people lose more money trying to reduce taxes than they end up shaving from their tax bills.
Careful Language Wins Clients; Wall Street Feels Political Heat: January Research—Slideshow
The January issue of Research magazine offers cutting-edge advice on communicating with clients and prospects, and assesses the election-year political climate facing the financial services industry. Topics covered in the issue range from helping clients deal with health care costs to how a medieval mathematician helped shape modern retirement planning....
The Market Really is More Volatile Today
WARNING: THE LIFEGUARD’S NOT ON duty. Swim at your own risk.
That’s the way investment advisor Richard Bregman views today’s market. “If you go into the water, there might be riptides, sharks,” says the CEO of MJB Asset Management, a New York-based firm that manages a little over $100 million in...
Finding a Place to Hide in the Next Broad-Market Plunge
Commodity trends funds are a unique hedge against poor stock performance
Publisher's Letter: Eye on Inflation
Economic historian John Steele Gordon relates that when FDR took his oath of office in 1933, banks were entirely closed in 38 states and their...