Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Year-End Tax Strategies Advisors Can Still Recommend to Clients
By Kate McBrideSteps to take as 2010 ends to maximize client deductions, limit taxes paid.
November 18, 2010
New Greek Budget Cuts Deep; Strikes ThreatenedTaking draconian measures that include slashing from already austere public spending and raising taxes, Greece unveiled its new proposed budget on Thursday.
November 17, 2010
The Quest for Tax AlphaWith the Bush tax cuts set to expire at the end of this year, advisors need a plan for actively managing Uncle Sam's upcoming bills for high-net-worth investors.
November 15, 2010
Corporate Debt Safer Than Euro Zone Sovereign DebtEurope's sovereign debt crisis has turned the region's credit markets upside down.
November 08, 2010
Fading Homeownership Bodes Ill for Fannie, Freddie: BofA-Merrill EconomistsA report from Bank of America Merrill Lynch showing U.S. homeownership at its lowest point in over a decade suggests continued earnings losses for Fannie Mae and Freddie Mac.
November 05, 2010
AIG Posts $2.4 Billion Loss for Q3The bailout of AIG was costly not just to the taxpayer but also to the company itself, reflected in the $2.4 billion loss AIG reported Friday for the third quarter.
November 03, 2010
Freddie Mac Loses $4.1 billion in Q3The Federal Housing Finance Agency will ask Treasury for a draw of $100 million under the Senior Preferred Stock Purchase Agreement.
November 01, 2010
Principal Tops Estimates on Net-Income DeclineDes Moines, Iowa-based Principal Financial Group (PFG) said Monday that it had operating earnings of $218.9 million for third quarter 2010, or 68 cents...