How to Use Alts and Capitalize on Volatility
By Josh VailAdding certain alternatives to a portfolio can improve risk-adjusted returns, according to one industry executive.
November 18, 2018
Year-End Tax Checkup: Maximizing Post-Reform Medical DeductionsThis year only, the tax code provision for medical expense deductions can be particularly valuable for some clients.
November 15, 2018
Should 2017 Tax Changes Be Permanent? Bloink & Byrnes Go Thumb to ThumbThe two professors argue over whether the tax reform legislation changes should be permanent.
November 07, 2018
Is the Proposed Child Tax Credit Even Needed? Bloink & Byrnes Go Thumb to ThumbWe asked the two professors, who hold opposing political viewpoints, their opinions about how the new credit might work.
November 07, 2018
Tax Reform Hits 1031 Exchanges With Hidden PenaltyIRS' proposed regs contain an unwelcome surprise for certain clients engaging in like-kind exchanges of real estate.
November 01, 2018
Is Inflation Indexing of Capital Gains Good? Bloink & Byrnes Go Thumb to ThumbProfessors Bloink and Byrnes, who hold opposing political viewpoints, share their opinions on the Trump proposal to index capital gains taxes for inflation.
October 31, 2018
Your Clients Need an Estate Plan 'Yesterday'Whether your clients need a simple estate plan or something more complex, here are the basics of putting it on paper.
October 25, 2018
RIAs Are Living It Up, for NowIt's a good time to be an RIA, as the Pershing RIA Symposium highlighted. But this growth rate may not be sustainable.