Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
The Long and Winding Road
By Marlene Y. SatterNatural disasters are growing more frequent and severe, their collective losses taking an ever greater toll on insurers and reinsurers$23.5 billion from tornadoes and other severe weather in the United States in the first half of 2011 alone, according to Munich Re.
September 16, 2011
UBS on Review for Moody’s DowngradeThe same day the $2 billion loss hit the news, the firm was placed on review by Moodys Investors Service for possible downgrade over its risk control measures.
August 29, 2011
Early Irene Damage Estimates: Insured Losses of $1.5B-$3BWorst-case scenarios avoided, reports Property-Casualty360.com. U.S. stock markets opened at normal times.
August 15, 2011
Buffett: Tax the Wealthy'My friends and I have been coddled long enough by a billionaire-friendly Congress,' Buffett concluded in a New York Times op-ed. 'Its time for our government to get serious about shared sacrifice.'
May 25, 2011
Economics of Disaster: From Joplin Tornado to Japan Quake, Crisis at a Cost—SlideshowNatural disasters have ravaged economies everywhere they've hit, imperiling budgets and businesses from Japan to the Mississippi River Delta.
May 04, 2011
Q1 2011 Earnings: Genworth Profits Fall 54%; Mortgage Losses a FactorGenworth Financial Inc. disappointed analysts with Q1 2011 earnings per share of $0.17 versus expectations for EPS of $0.21, partly due to mortgage losses.
April 20, 2011
Trends in Separately Managed Accounts: Tax Loss Harvesting on the RiseJacob Gold, a star of cable TV money shows, uses SMAs in the taxable environment to a considerable competitive advantage.
January 18, 2011
2010 Q4 Earnings: Citigroup Sees Profits for First Time Since 2007For the first time since CEO Vikram Pandit took over the leadership of Citigroup in 2007, the bank reported annual profits in its end-of-year earnings, at $10.6 billion, or $0.35 per share.