Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
2013: Stop-loss
By Michael A. KempImplementation of PPACA and the need to control costs could help self-insured plans' own insurers.
November 30, 2012
3 Problems With Buffett’s Higher-Tax ArgumentsBuffett is part of a misinformed constituency that believes high-income earners arent paying enough taxes.
November 26, 2012
Goldman Sachs turns down southern Europe banks as crisis lingersAs Europes debt crisis goes into its fourth year, Goldman Sachs recent decisions to turn down underwriting roles offered by banks in Spain and Italy underscores just how closely the firm is managing its risk.
November 22, 2012
Weight loss drugmakers rise on Aetna policy updateA decision to cover some pills for some patients moves the market.
November 21, 2012
Do You Have What You Need?One of many moving stories of Hurricane Sandy involved a family in an affluent area of New York awakened by the rush of water into their home.
November 16, 2012
ETFs & Taxes: A Deeper LookInvestor and advisors can benefit from understanding the advantages and downsides of exchange-traded funds and other products
November 16, 2012
Swiss Banks, Socialists Square Off Over TaxesA backlash is growing in the Alpine country over the fact that billionaires, such as Ikea founder Ingvar Kamprad, pay a lower tax rate than native Swiss, even as bankers circle the wagons to protect what they say is a lure to draw wealthy clients who bring jobs and growth...
November 14, 2012
Weight Watchers winning $61 billion war on fatOf the roughly 25,000 competitors vying for a piece of the massive weight-loss market, Weight Watchers is taking (but probably not eating) the cake.