4 Retirement Tax Challenges to Consider During an Economic Downturn
By John ManganaroRocky markets hurt nearly and newly retired investors, but they also deliver key tax planning opportunities.
November 08, 2022
Portfolio Outlook Is the Best Since 2010: JPMorgan's KellyStrategist David Kelly and colleagues also say investors should stick with 60/40 portfolios, which are poised to recover in about three years.
November 08, 2022
An Investing Guide to the Midterm ElectionsFor sectors like health, energy and tech, the makeup of the next Congress will be key to determining their path forward.
November 08, 2022
Still Not Ready for the SEC's New Marketing Rule? Here's What to DoCompliance experts air their views on what advisors should be doing now to be ready if the SEC comes knocking.
November 07, 2022
UBS Expands Into 'Brazilian Texas' to Reach Newly Minted MillionairesUBS has 1,300 employees, including 570 wealth advisors, dedicated to 50,000 Latin American private-banking clients.
November 04, 2022
Tax Loss Harvesting Is Easier With ETFs, but Beware the Wash Sale RuleClear communication with clients is essential, as the topic of tax loss harvesting can cause confusion and concern.
November 03, 2022
The Fed's Silver Lining for Retirement PortfoliosHigher rates present an opportunity to lock in attractive yields moving forward.
November 02, 2022
Record Powerball Jackpots Are Teachable Moments for Pension ParticipantsPension participants (and lottery winners) have to carefully evaluate the pros and cons of a lump-sum offer.