Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Natural Disasters Cause Losses of Many Kinds
By Heather Nesle, David SchonfeldThis could be a year when too many of your clients will face devastation due to natural disasters.
April 10, 2019
Bad Behavior Cost Equity-Fund Investors 5 Percentage Points in 2018: DalbarDalbar's 25th annual Quantitative Analysis of Investor Behavior report explores whether underperforming investors are made or born.
January 08, 2019
Debate Swirls on Benefits of Repealing SALT Deduction CapTax research groups say repealing the deduction cap would have little benefit for the middle class.
December 27, 2018
Tax Loss Selling May Be Factor in December Market RoutWhen the year ends and the tax-loss selling stops, the market could be in a better position to recover.
December 19, 2018
4 Tips to Strengthen Client Relationships Around the HolidaysMorgan Stanley's Sarah McDaniel told ThinkAdvisor about some seasonal opportunities to connect with clients — wealthy ones in particular.
August 09, 2018
A Challenge to the Biggest Idea in Behavioral FinanceTwo professors make an interesting argument, but the theory of loss aversion isn't dead yet.
March 21, 2018
Capital Gains Should Be Fixed, but Not by TrumpIt would be more fair if taxes reflected inflation. But the executive branch would be overreaching.
February 16, 2018
7 New Small-Business Tax Rules You Haven’t Heard OfThe new tax law spawned a lot of stories about pass-through business income, but it also establishes several other rules for small businesses.