Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Replacing Stocks
By Staff WriterIf 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 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 ...
August 17, 2008
Listen Up: Why Hearing Benefits MatterMany companies include dental and vision benefits in their employee benefits packages but underestimate the value of hearing benefits. A few insurance providers are leading ...
August 17, 2008
Listen Up: Why Hearing Benefits MatterMany companies include dental and vision benefits in their employee benefits packages but underestimate the value of hearing benefits. A few insurance providers are leading ...
August 01, 2008
The Second Dropped Shoe? Credit-Market Losses May Hit $1.6 TrillionThe $400 billion or so of credit market-related losses posted thus far is only the beginning, according to a research report from Bridgewater Associates Inc....
July 07, 2008
Fulfilling the SMA PromiseBased 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