Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Fulfilling the SMA Promise
By John PhoenixBased on recent media coverage and conversations with financial advisors around the country regarding separately managed accounts (SMAs), it's clear that the SMA players have done an excellent job mar
June 17, 2008
Goldman's earnings dropWe're not sure if this is a good trend or bad. Goldman's earnings slipped, but still beat analyst expectations, and beat first quarter results as...
June 08, 2008
Conseco Rebuffs Investor's Bid To Increase StakeConseco Inc. has rejected an investment partnership's proposal to increase its ownership share in the insurer.Conseco, Carmel, Ind., declined to support the bid from Steel ...
May 30, 2008
Conseco Rebuffs InvestorConseco Inc. has refused to endorse efforts by a major shareholder to accumulate up to 22% of the company's common stock.Steel Partners II Ltd., New ...
May 28, 2008
Variable interest entitiesA fresh source of worry for banks who thought they could make it out of the credit crisis unscathed: variable interest entities. VIEs sell short-term...
May 22, 2008
Survey: PPA Slowed Pension Plan LossThe federal Pension Protection Act of 2006 seems to have slowed large U.S. employers' exodus from the defined benefit pension system.Consultants at Watson Wyatt Worldwide, ...
May 18, 2008
Experts Advise Senate Committee To Look At Estate TaxCongress will need to address the estate tax as it seeks to simplify the whole tax code, experts told the Senate Finance committee at a ...
May 18, 2008
Experts Advise Senate Committee To Look At Estate TaxCongress will need to address the estate tax as it seeks to simplify the whole tax code, experts told the Senate Finance committee at a ...