There’s a Better Way to Reform the Corporate Tax
A Berkeley professor’s plan could increase investment, improve efficiency, lower the trade deficit and help the poor.
Yes, a Corporate Tax Cut Would Increase Investment
Republicans have science on their side when it comes to this part of their tax plans.
Creating a Special Needs Plan for Social Security, ABLE Accounts
Recent data shows one in five individuals will face the need for special needs financial planning, but it’s often overlooked by advisors.
4 Steps to Take When Launching Your Advisory Business
It's important to walk through your decision, so you can be reasonably sure you’re doing the right thing for the right reasons.
10 Finance Books Worth Reading This Winter
These are not merely the classics — they may be a bit off the beaten path.
4 Common Questions About End-of-Year Charitable Giving Strategies
Congress could change the rules soon, but, for now, these are the rules.
It Pays to Keep an Open Mind About Buying or Selling a Business
For your first M&A meeting, find out what the other party is really thinking, ask plenty of questions and save judgement for later.
For Clients Selling Their Businesses, M&A Can Get Messy
Determining the anticipated proceeds of the sale of a client's business is not always as simple as it seems.
Using Big Data Gives Investing Edge With ETFs, Risk
Big data is about faster, better analytics, that help extract that “needle from the haystack” using the latest data science.
Annuities and Trusts: A Tricky Combination
If you combine an annuity with a trust without getting good legal advice, well, good luck with that.