Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
AIG Reports $2.7B Loss in Second Quarter
By Phil GusmanAmerican International Group (AIG) reported a second quarter net loss of $2.7 billion, compared to 2009 second quarter net income of $1.8 billion.
July 21, 2010
Principles of persuasionWhether you are conducting a one-on-one interview with a prospect, motivating your insurance sales team or delivering a keynote address, your success as a leader is defined by your ability to persuade with clarity and passion.
July 01, 2010
Policy Analytics: Investing in a Rising Tax EnvironmentA year and a half into the Obama administration, the federal budget deficit is soaring. Spending has swelled as the government expended funds to support...
June 15, 2010
Home Builder Confidence Dropped in June; Import Prices Fell in MayHome builder confidence in June for the newly built single-family home market fell back to February levels, before the beginning of the tax credit-related surge, according to the National Association of Home Builders/Wells Fargo Housing Market Index.
June 02, 2010
Construction Spending Surges; Manufacturing Index DipsThe economic recovery gained strength on the biggest rise in construction spending in nearly a decade and the 10th straight month of expansion for the manufacturing sector.
June 01, 2010
From Senior to PartnerIn my book, a senior advisor is really the top of the heap in the advisory profession: they are qualified to make all the decisions...
February 26, 2010
Earnings: AIG, Conseco, American Equity, Pan-AmericanAmerican International Group Inc. (NYSE:AIG) has reported a large loss for the fourth quarter of 2009, but the domestic life and retirement business took in more deposits and is reporting a pre-tax profit.
February 04, 2010
Conseco Refinances DebenturesConseco Inc. (NYSE:CNO) has bought back $64 million of its old 3.50% convertible debentures through a privately negotiated transaction, the company says.