Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Conseco Prefers Voluntary Bankruptcy Filing
By Staff WriterNU Online News Service, Nov. 19, 1:10 p.m. -- Conseco Inc., Carmel, Ind., says it hopes to cope with its mounting losses by restructuring ...
November 07, 2002
Phoenix Reports Loss On Lower IncomeNU Online News Service, Nov. 6, 11:10 a.m. -- The Phoenix Companies, Inc., Hartford, today reported an operating loss of $81.8 million for the ...
October 13, 2002
Survey: Some U.S. Firms Lost Over $50 Billion In Proprietary InformationSurvey: Some U.S. Firms Lost Over $50 Billion In Proprietary InformationA group of U.S. companies lost as much as $59 billion in proprietary information and ...
October 01, 2002
Smartt Fund ChoicesIn the midst of this challenging investment environment, John Smartt Jr., a CPA (but not a tax preparer) with the planning firm Financial Counseling &...
October 01, 2002
Double WhammyIt's dismal enough paying taxes when the economy is vigorous and sane. Doing so in yet another year when some portfolios are down 40% to...
October 01, 2002
Harvest Time?As the trees of New England shed their verdant hue for the spectacular colors of autumn, farmers begin to harvest summer's bounty. With the markets...
September 01, 2002
Separate Accounts, Taxes, and YouIt seems almost guaranteed that 2002 will not be a memorable year for investment performance. However, performance reporting is another matter. This year has seen...
July 24, 2002
EBenX Reports Lower 2nd Quarter Net LossNU Online News Service, July 24, 1:49 p.m. -- EBenX Inc., Minneapolis, a company that sells benefits administration technology services, is reporting a $3.1 ...