An Unconventional Approach to Asset Location
A traditional asset location strategy is to put stocks in a taxable account and bonds in an IRA. But this isn't always the best advice.
Trump’s Massive Tax-Cut Plan Faces ‘Train Wreck’ of a Calendar
Steven Mnuchin says the administration is committed to getting changes done this year.
Bernard Health Expands Partnership With Financial Advisors: Portfolio Products
Also, MSRB launched a free, scenario-based course to educate advisors and investors about municipal bonds.
Millionaires Love These 10 Small Towns
Though many wealthy Americans live in big cities, plenty of others prefer small-town life.
How to Succeed in Retirement Investing in the ‘New Normal’
As capital gains become smaller, investments that are designed for income, like many alternatives, will grow in popularity.
DOL Releases Fiduciary Rule Request for Information
Comments could lead to “new exemptions or changes” to the fiduciary rule and PTEs, as well as extending the Jan. 1 compliance date.
Corker Says GOP to Scrap Health Bill's Investment Tax Repeal
Another Republican senator says he'll be shocked if the BCRA bill fails to repeal the tax.
SEC Investor Advocate Worries Fiduciary Rule Could Harm Investors
Rick Fleming cites “conflicting standards” in Section 913 of Dodd-Frank, which could complicate an SEC rulemaking.
10 Worst States for Death-Rate Improvement
This ranking could affect where life insurance gets cheaper, and where annuities get more expensive.
Taxes Set to Rise — And Fall — in These States Starting July 1
In just a few days, tax rates will be rising in four states, falling in one and doing both in others.