Liz Ann Sonders, Schwab’s Investor Interpreter: The 2014 IA 25 Profile
Sonders keeps it simple for investors, and that has made her one of the most widely listened-to people in the industry.
Five Good Questions for LPL's Jeffrey Kleintop
The chief investment officer shares his views on the markets, Occupy Wall Street and more.
Tax Planning Advice: The Benefits of a GRAT—Benjamin Ledyard
Grantors can make a gift, utilize the exemption and receive income from the gifted asset using a GRAT strategy.
Tax Planning Advice: Gift Assets Likely to Appreciate--Benjamin Ledyard
Pick assets that you can spare, are depressed and expected to appreciate for gift strategies.
Tax Planning Advice: 2010 Tax Law Gifting Strategies—Benjamin Ledyard
The 2010 Tax Act offers a tantalizing opportunity for wealth transfer through gift strategies. But it may sunset in two years.
Like Father, Like Daughter
There are almost as many different types of financial planning firms as there are individual financial planners. There are firms consisting of multiple generations of...