Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Q&A on Surprise $2B Trading Loss at JPMorgan
By Bernard Condon, Associated PressHeres a primer on what happened at the bank and the possible fallout.
May 02, 2012
Euro Zone Joblessness Reaches 15-Year HighUnemployment across the euro zone reached its highest level in 15 years on Wednesday, according to data that show factories were cutting staff at the fastest pace in over 2 years.
April 26, 2012
Insurance Company ACE’s Profit Surges in 1QThe latest results included $272 million in net realized gains, primarily from variable annuity reinsurance derivatives.
April 26, 2012
Insurance Company ACE’s Profit Surges in 1QThe latest results included $272 million in net realized gains, primarily from variable annuity reinsurance derivatives.
April 24, 2012
Why You Still Shouldn’t Gamble on Gift and Estate TaxesYou should push your clients to gift their assets ahead of this year's estate tax sunset, right? It's not that simple.
April 24, 2012
Why You Still Shouldn’t Gamble on Gift and Estate TaxesYou should push your clients to gift their assets ahead of this year's estate tax sunset, right? It's not that simple.
April 11, 2012
The World Happiness Report Explains What Makes People Happy (Fast Company)The United Nations Conference on Happiness commissioned Columbia University to survey the state of happiness in the world.
April 10, 2012
Why You Still Shouldn’t Gamble on Gift and Estate TaxesAlmost every advisor seems to be pushing their clients to give away all their assets to heirs this year. But is that really a wise move? Consider these six issues.