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.
August 05, 2010
Fanne Mae Reports Q2 Net Loss of $1.2 BillionFannie Mae stock, which was delisted from the NYSE in June and now trades as penny stock in the over-the-counter market, reported a net loss of $1.2 billion in the second quarter of 2010.
August 05, 2010
CIGNA Reports 32% Q2 Loss on Variable Annuity Business; Stock Rises Despite LossCIGNA Corp.'s second-quarter 2010 earnings fell 32% to $294 million, or $1.06 per share, compared to $435 million, or $1.58 per share, a year ago, the insurer reported Thursday, August 5.
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...