Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
The secret of powerful presentations
By staff WriterBe a problem solver, not a product pusher The first step to successful presentations, whether it be at seminars to a group of prospects or a first appointment, is know who you are, what you offer and why you are more qualified to help that prospect
November 10, 2008
Will the Week After Prove as Historic?On a week when Americans elected their first black President, prompting the biggest Election Day rally in 24 years
November 01, 2008
Replacing StocksIf the government won't give you a tax break, then create one for yourself. This is a philosophy I believe more financial advisors and their...
October 22, 2008
WACHOVIA REPORTS Q3 LOSS (Oct. 22, 2008)In the third quarter, Wachovia reports that the number of Series 7 brokers has stayed flat at 14,635. The number of bank, or Series 6, brokers, stands at 4,447, up 3 percent from the second quarter. T
October 19, 2008
Market Volatility Remains HighThe Dow Jones industrials posted a gain of 401.03 points in the week ending October 17, 2008, or a rise of 4.75%, to close at 8,852.22, the biggest one week improvement since March 2003.
October 02, 2008
Stay the course? You're kiddingI often lose myself in the freak show that the bailout blame game has become. The chutzpah of Chris Dodd and Barney Frank knows no...
October 01, 2008
Long-Term LossesPolitics aside, the recent diagnosis of Ted Kennedy's serious illness has sparked an ache of loss in many of us--not just at the prospect of...
September 29, 2008
IRS Eyes Effects Of Nationalization On Tax LossesThe IRS says it and the Treasury Department will write regulations covering the effect of government takeovers of companies on tax losses.The new regulations will ...