Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Broker, Beware The Definition Of Disability Trap
By John RobertsSometimes the spreadsheet doesn't tell the whole story. That is especially true when you are comparing group disability insurance contracts.Understanding the intricacies of a ...
September 28, 2005
Why Not Offer Stop-Loss Insurance For Benefit Plans?Here's an idea for benefits brokers.Offer employers self-insurance programs and stop-loss coverage for prescription drug plans, dental and vision benefits.Many employers already know about ...
September 22, 2005
Congress OKs Katrina Relief BillThe House and the Senate have approved a final version of a bill that will offer disaster survivors and donors to Hurricane Katrina relief ...
August 22, 2005
Payment Software Fights FraudNU Online News Service, Aug. 22, 2005, 4:00 p.m. EDTFair Isaac Corporation has introduced an enhanced version of its fraud detection system for healthcare ...
July 05, 2005
Tax-Loss Harvesting GrowsClient requests prompt more managers to harvest losses, MMI survey finds
July 01, 2005
Defining Behavioral Finance TermsAnchoring. The tendency of investors to become attached to a specific price as the fair value of a holding. Attachment bias. Holding onto an investment for...
June 06, 2005
&Rating Agency: No AIG Liquidity Issues SeenStandard & Poor's analysts have expressed confidence that American International Group Inc. does not face serious liquidity issues as a result of its recent ...
May 13, 2005
Actuary To Ride Across America For CharityPaul Fallisi is biking from San Diego to New Hampshire with his brother, William, in an effort to raise $30,000 for charity.[@@]Fallisi, the chief ...