The Risks & Rewards of ESG-Based Investing: Finke
A March 2016 Gallup survey found that 64% of Americans are either worried “a great deal” or “a fair amount” about climate change, up from 51% in 2011.
Lawyers for Wealthy Await Trump’s Estate Tax Plan
Despite Trump’s vow to end the tax, trust and estate professionals don’t appear panicked that a revenue stream is about to dry up.
9 Ways to Save on Taxes in Retirement
No matter how much your clients have saved for retirement, a tax break will help them stretch every retirement dollar.
The Roth Annuity: A Bright Star in Annuity Investing
Adding a Roth IRA can eliminate or reduce the impact of the downsides of an annuity investing strategy and can improve the future tax scenario.
CEOs’ Retirement Stashes Seen Flourishing Under Trump Tax Cuts
CEOs are poised to collect an additional retirement windfall if President-elect Donald Trump succeeds in cutting the taxes of the highest U.S. earners.
Optimizing Clients’ Charitable Giving This Season
Clients’ portfolios have done well this year, so charitable giving seems appropriate. But what’s the best way to practice philanthropy?
Blucora, HD Vest to Add Robo-Services
Some 5 million TaxAct clients will soon have access to the Financial Guard platform but can opt to work with FAs instead.
Can an Algorithm Assess Investors’ Complex Financial Needs?
“The future of financial advice is bionic,” CEO David Siegel of Investopedia said.
Where Charitable Giving May Head With Trump
Studies by the Congressional Budget Office and Treasury have suggested that repealing the estate tax would cut into philanthropy.
Year-End Tax Planning More Urgent as GOP Policy Changes Loom
Since tax policy is likely to change soon in big ways, here are some suggestions for financial advisors working with wealthy clients.