Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
3 Problems With Buffett’s Higher-Tax Arguments
By Ron DeLeggeBuffett is part of a misinformed constituency that believes high-income earners arent paying enough taxes.
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.
November 02, 2012
Four Tax-Saving Strategies for AdvisorsWith possible changes on the horizon, it's time to take action -- the right action.
November 01, 2012
Moody's Says Sandy Likely to Drive Further Rate IncreasesMoodys reports that one positive result of Hurricane Sandy for insurance companies is that the event will likely help support price increases going into 2013.
November 01, 2012
JPMorgan Sues London Whale’s BossJPMorgan Chase & Co. has filed suit against Javier Martin-Artajo, the executive who supervised Bruno Iksil, aka the London Whale, after the latters disastrous trades lost the bank what could be upwards of $6.2 billion.