Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Greenberg explains involvement as CEO in failing AIG line
By Jason GrantIn the first day of Greenberg's direct testimony he was painted as a heavily involved CEO and chairman who considered the millions of dollars in losses hemorrhaging from AIG's auto-warranty line to be a "debacle."
August 18, 2016
Aetna's Obamacare brushback is part of the gameCompanies often use willingness to participate in a market as a negotiating lever, the author says.
April 21, 2016
Half of Americans Think They'll Lose Money to Identity Theft in Next Year: AICPA PollMost victims of investment fraud don't report it to the authorities, and many blame themselves, an AICPA survey found.
April 06, 2016
Trump loses in Wisconsin, but his lead remains formidableTed Cruz continues to press for PPACA repeal.
April 04, 2016
Taxes and Investing: A Year-Round ConcernYear-round tax management of investors portfolios is a great way to take advantage of market volatility by harvesting losses.
March 24, 2016
Credit Suisse pays Thiam $4.7 million in 2015 after pay cutThiam got a bonus of 2.9 million francs ($2.9 million), a base salary of 1.6 million francs, plus 130,000 francs in benefits.
March 22, 2016
Mutual Fund Investors Face Tax Season ‘Double Whammy’Many mutual fund investors will be paying taxes on investments in funds that had losses in 2015.
March 17, 2016
When a Muni’s Tax Efficiency Doesn’t Mean Better After-Tax ReturnsAndy Chorlton of Schroders warns: Don't assume that muni bonds will always yield the best after-tax returns for investors.