Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
A Challenge to the Biggest Idea in Behavioral Finance
By Barry RitholtzTwo professors make an interesting argument, but the theory of loss aversion isn't dead yet.
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.
February 12, 2018
Investors Are the Guinea Pigs in US Fiscal ExperimentHow long can this borrowing binge go on before it matters to the credit-ratings firms and global investors?
January 31, 2018
How Is a S Corporation, or Pass-Through Entity, Taxed?The new tax reform bill has received a lot of attention for changes in how income from pass-through entities (S corporations and LLCs) is taxed.
January 19, 2018
The Overlooked Economics of Trump’s Tax LawObservers in both parties are focused so much on the politics of the tax law they're missing a more complicated economic truth, Charles Lieberman writes.
January 12, 2018
JPMorgan’s Quarterly Tax Pain Should Lead to 2018 GainsBank could see earnings balloon by $3.5 billion based on cuts; trading revenue falls 26%, fueled by drop in fixed income.
January 12, 2018
Wells Fargo Earnings Take $3.25B Litigation HitThe latest charge comes after a $1 billion expense in the third quarter; the bank is struggling to cut costs after consumer scandals.