Big Returns from the 'Magnificent 7' Complicate Year-End Tax Planning
By John ManganaroThough markets have performed better this year than last, excess returns have been concentrated among some big names.
September 27, 2023
How to Get Tax Breaks, Tap Retirement Accounts After a Natural DisasterAmericans dealing with disasters may be eligible for tax deductions, deferred deadlines or penalty-free withdrawals.
September 27, 2023
What Cetera's $1B Avantax Deal Means for the Future of Advice: MyVest CEOThe acquisition highlights intense consolidation and a deeper focus on tax-aware planning, he says.
September 21, 2023
How 3 Advisors Are Putting AI to WorkThese advisors walked us through how they are using AI, cautiously, in their practices.
September 11, 2023
Why Cetera's $1B Avantax Deal Is a 'Powerful' MoveThe deal brings Cetera a new custodial relationship and platform, according to CEO Adam Antoniades and others.
September 05, 2023
Why Even Wealthy Clients Should Delay Social Security: Jamie HopkinsThe Carson Group executive describes the impact waiting can have on maximizing wealth and minimizing risk.
August 31, 2023
Inflation Predictions Are Boosting Interest in This Asset ClassAt 3%, inflation tops the Fed's target and has been "a pretty big shock for many portfolios," said one investment expert.
August 30, 2023
Beware of TV Economists Bearing Doomsday Forecasts: Carson's DetrickEconomists in bowties might forecast gloom, but if "credit markets aren't worried, I'm not worried," the strategist said.