The 6-Figure Wash Sale Tax Nightmare and Other DIY Investor Horror Stories
By Janet LevauxThe rude tax-time awakening of legions of novice day traders has become a hot topic among advisors.
March 31, 2021
Schwab Sues Ex-Client Who Won't Return $1.2M Sent by MistakeThe firm alleges that a former client refuses to return money "inadvertently transferred" to her Fidelity account due to a software error.
March 31, 2021
FPA, Ric Edelman's Digital Assets Council to Educate Planners on CryptoThis strategic partnership aims to help FPA members understand digital currencies and their impact on financial plans.
March 31, 2021
Pa. Proud Boys Leader Charged in Capitol Riot Did Stint as Merrill Call Center RepZachary Rehl was arrested and charged with six counts.
March 31, 2021
Ark Invest Eliminates Some Limits on Its ETFs' HoldingsThose changes and a new warning about SPACs were included in an updated supplement to its ETF Trust prospectus.
March 31, 2021
12 States With the Highest Taxes in AmericaWalletHub looked at income, property, sales and excise taxes in each state.
March 31, 2021
SEC Charges Blockchain Firm With Unregistered Digital Asset OfferingsThe SEC's allegations "turn on whether the digital asset at issue is or is not a security — there is no allegation of fraud," said attorney Nicolas Morgan.
March 31, 2021
IRS Warns of Identity Theft Scam Targeting College Students, FacultyThe scammers lure victims with the promise of a tax refund.