Sen. Warren Introduces Wealth Tax Bill
By Melanie Waddell"This would essentially be an estate tax every year," tax and retirement expert Ed Slott says.
March 01, 2021
DoubleLine's Other Jeffrey Has a Warning for Bond InvestorsJeffrey Sherman, deputy CIO of Jeffrey Gundlach's DoubleLine, tells ThinkAdvisor negative returns are possible in the bond market this year.
March 01, 2021
Group Wants Life Underwriters to Post COVID-19 StandardsThe Consumer Federation of America says voluntary standards could be more flexible than regulations.
March 01, 2021
Warren Buffett's 9 Nuggets of Wisdom for Investors: 2021Berkshire Hathaway's annual shareholder letter includes words of advice — and some mea culpas.
March 01, 2021
Genworth Agrees to Sell Control Over Australian Mortgage InsurerThe company says it's also moving ahead with a U.S. mortgage insurance unit IPO.
February 28, 2021
How Do You Follow Up on Prospects?Leads are critical to growing your practice; make sure you have a procedure to follow up.
February 28, 2021
Health Insurance Veteran Questions COBRA Proposal ImpactSmedsrud said one challenge will be the short anticipated lifespan of the subsidy.
February 27, 2021
House Passes $1.9T Stimulus PackageThe House plan includes $1,400 stimulus checks to individuals earning up to $75,000, heads of household earning up to $112,500, or $150,000 per couple.










