Stop bashing Wall Street. Times have changed.
By Matthew WinklerFinancial firms are doing more to help consumers, business and industry in America than they have in decades.
March 10, 2016
Four Republican candidates, four big mythsBringing jobs back to the U.S. or using the gold standard are some of the myths being repeated by presidential candidates today.
March 10, 2016
Four Republican candidates, four big mythsBringing jobs back to the U.S. or using the gold standard are some of the myths being repeated by presidential candidates today.
March 10, 2016
Understanding the Rules and Avoiding the Tax Traps of 1035 ExchangesA tax-free 1035 exchange of an annuity or life policy may seem like a good solution, but you need to understand the rules and watch the numerous tax traps involved.
March 10, 2016
PATH Act: New Tax Rules for Businesses for 2015 Returns, 2016 PlanningThe PATH Act, signed into law on Dec. 18, contains more than 100 tax provisions. Here is a roundup of the key provisions for businesses.
March 10, 2016
Using Irrevocable Trusts to Pay for College: One Important CaveatUsing an irrevocable trust to pay for a child or grandchild’s education has many benefits. However, there is one important caveat.To accomplish the…
March 09, 2016
More Revelations From Anti-DOL Fiduciary Rule CrowdOpposition from the broker-dealer community to the Department of Labor's pending fiduciary rule may be all about its own survival, and FINRA's.
March 09, 2016
Reducing health care costs through accurate diagnosisOn this episode of ShiftShapers, were talking to Dr. Lewis Levy about a serious problem in health care inaccurate diagnosis.

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