Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Choosing the Right Stop-Loss Carrier
By Staff WriterMedical stop-loss coverage has become increasingly popular with employers who self-fund employee health insurance. With so many providers in the market today, shopping for the ...
April 25, 2007
Symetra Financial to Acquire Medical Risk Managers, Inc.Symetra Financial, Bellevue, Wash., has announced a definitive agreement to acquire Medical Risk Managers, Inc. (MRM) of South Windsor, Conn. The deal is expected to close by the end of second quarter 2007 and be accretive to earnings during the
January 07, 2007
Using Capital Split-Dollar To Attract And Retain Top TalentMany closely held corporations have a difficult time finding cost-efficient executive benefit programs to attract and retain top personnel. For most corporations, the alternative is ...
November 01, 2006
Keeping Uncle Sam at BayWhile mainstream and casual investors alike remain largely oblivious to the negative impact taxes can inflict on the performance of an investment portfolio, savvy advisors...
October 01, 2006
Harvest Time All the TimeFinancial planning, tax management, and investment management. At Brinton Eaton Wealth Advisors, a fee-only firm in Morristown, New Jersey, says Jerry Miccolis, a senior financial...
July 01, 2006
Team PlayerStuart Zimmerman WILLINGLY gives credit to his partners for the success of the firms they've built. Zimmerman is particularly proud of Buckingham's zeal for academic...
May 01, 2006
Quite a GiftLenox Advisors is a multi-office family office based in New York whose advisors act as "personal CFOs" to a roster of high-net-worth clients, 60% to...