Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Four Tax-Saving Strategies for Advisors
By Ron DeLeggeWith possible changes on the horizon, it's time to take action -- the right action.
October 31, 2012
Cut your losses: How to know when to quitWhen can you justify leaving a project unfinished?
October 30, 2012
Weather Catastrophes Hitting U.S. Hardest: Munich Re ReportStudy analyzing severe weather was released just days before Hurricane Sandy.
October 24, 2012
This Is Your Client’s Brain on FinanceNeuroscience can help us understand which advising strategies are most likely to succeed and why the most rational plan isnt always the most effective.
October 24, 2012
Kerviel Loses Appeal on SocGen Trading LossThe 2010 verdict by a French court finding Jerome Kerviel solely responsible for Socit Gnrale's trading losses of 4.9 billion euros ($6.34 billion) in 2008 was upheld Wednesday by a Paris appeals court.
October 02, 2012
What to Do About New Medicare Taxes: Kitces at FPA ConferenceMichael Kitces, Pinnacle Advisory Groups managing director of research, took the stage at FPA Experience 2012 on Monday in San Antonio to warn advisors of impending Medicare tax hikes.
September 21, 2012
Senate JPMorgan probe said to seek tougher Volcker ruleInvestigators want to know if JPMorgan Chase's $5.8 billion trading loss would have happened under the Volcker Rule's initial draft of the ban on proprietary trading.
September 14, 2012
UBS Rogue Trader’s Losses Could Have Topped $12 Billion: ProsecutorKweku Adoboli, the so-called rogue trader of UBS who lost $2.3 billion in unauthorized trades, went on trial in London, and the prosecutor said the scale of his gambling put the very existence of the bank at risk.