Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
This Is Your Client’s Brain on Finance
By Michael FinkeNeuroscience can help us understand which advising strategies are most likely to succeed and why the most rational plan isnt always the most effective.
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.
September 07, 2012
Sam Fleet: Self Funding Is Doing FineThe stop-loss specialist sees strong demand from small groups and somewhat higher prices.
September 07, 2012
Sam Fleet: Self Funding Is Doing FineThe stop-loss specialist sees strong demand from small groups and somewhat higher prices.
September 06, 2012
Big government, small bellies: What Japan can teach us about fighting fatIf, like many Americans, you're looking to lose weight, there are worse role models to look to then Japan.
August 02, 2012
Hartford Reports $101M 2Q Loss for Debt PayoffThe company expects to focus more on property and casualty insurance, group benefits and mutual funds businesses.
July 25, 2012
Insurer ACE Reports 45% Drop in 2Q EarningsThe latest results included $415 million in net realized losses, primarily from variable annuity reinsurance derivatives.