Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
JPMorgan Sued for Investor Fraud
By Arthur D. PostalThe class action lawsuit was filed against JPMorgan Chase relating to losses in speculative trading by its London-based investment team.
June 04, 2012
Oversight of J.P. Morgan Probed (Wall Street Journal)Practices and procedures of the federal agency overseeing J.P. Morgan have come under question after the bank's $2 billion loss last month.
June 01, 2012
Facebook IPO: Cautionary Tale for Individual Investors (USA Today)After one week of trading, Facebook stock closed over 20% below its offering price. Shares have been hurt by trading glitches, complaints of too many shares offered at too high a price, and lawsuits alleging underwriters failed to share lowered earnings forecasts.
May 31, 2012
Dimon’s Free PR LessonThis is a country that loves a good fall from grace. I am willing to bet that there is more schadenfreude in a Los Angeles or New York block than there is among all of our Teutonic brothers across the Atlantic; the only difference is that they acknowledge it with...
May 19, 2012
The Proper Path to Integrated Wealth Management, Pt. 2: High-End Tax PlanningHigh-end tax planning is much more than a tax-season event. Here's how a multidisciplinary team approach can provide tax benefits to high-net-worth clients 365 days a year.
May 17, 2012
Senate Banking’s Johnson Asks JPMorgan’s Dimon to TestifySen. Tim Johnson, D-S.D., chairman of the Senate Banking Committee, said Thursday that he planned to hold the first hearing regarding the JPMorgan losses on Tuesday, May 22.
May 17, 2012
What Did JPMorgan Execs Know and When Did They Know It? (ProPublica)Timeline of losses could indicate if any existing laws were broken, but no one seems to be looking into it.
May 15, 2012
Dimon's Free PR LessonThis is a country that loves a good fall from grace. I am willing to bet that there is more schadenfreude in a Los Angeles or New York block than there is among all of our Teutonic brothers across the Atlantic; the only difference being they acknowledge it with a...