Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
FBI Sees Big Rise in Internet Crime Complaints, Losses
By Melanie WaddellThe FBI received nearly 17% more complaints in 2018 than in 2017, and nearly double the losses.
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.
February 14, 2018
Tax Law Guts Fannie’s Bottom Line; Needs $3.7B From U.S.The mortgage finance company lost over $6 billion in the fourth quarter because asset values declined as a result of the new tax law.
February 13, 2018
United States of America Posts 2017 EarningsA drop in Federal Reserve System profits offset solid Social Security and estate tax revenue growth.