Economy & Markets
The important economic and stock market news that advisors need to know.
Charting the New 3.8% Investment Tax Waters
By Tax Facts OnlineThe experts at Tax Facts on the new investment tax, part of the Affordable Care Act, that took effect for the 2013 tax year.
March 05, 2014
Should California Split Up to Save Itself?Economist Bill Watkins calls a new ballot initiative to divide California into six states economically unviable, yet worries about the viability of the existing state.
March 05, 2014
Cold War Redux Calls for Old-School Investing—Searching for Alpha for March 2014With political and perhaps military volatility in Ukraine, RIAs should stick close to home.
March 05, 2014
Senate Finance to ‘Move Quickly’ on Tax ExtendersSenate Finance Committee Chairman Ron Wyden, D-Ore., made special mention of the research and development tax credit.
March 05, 2014
3 Steps for Investors to Take Amid Ukraine TurmoilWith Russia's move into Ukraine, a Wells Fargo expert suggests strategic moves, as others opine on U.S. options.
March 05, 2014
Top 10 Best States for 401(k) PlansThe best states for 401(k)s based on the concentration of strong plans, as measured by design, management and performance, are ranked by Judy Diamond Associates.
March 04, 2014
Ukraine Crisis Over, or More Volatility Ahead?Russias aggression comes at a particularly inconvenient time for European and emerging markets, oil and metals.
March 04, 2014
Buffett’s 5 Nuggets of Investing WisdomBuffetts annual letter offers some timeless wisdom on how Berkshire achieved a 19.7% annual growth rate over the past 49 years.