Economy & Markets
The important economic and stock market news that advisors need to know.
A FIA or a VA does not = SPIA
By Stan HaithcockJust because interest rates are as low as they were in Eisenhower's era doesnt mean a fixed indexed or variable annuity is an income-now solution.
May 07, 2013
Granite Hill’s Tanner Looks Long Term With International InvestingFor Paul Tanner, founder of Granite Hill Capital Management, theres little debate about global diversification in an investment portfolio
May 07, 2013
Futurist Lowell Catlett Closes FPA Retreat With LaughsCatlett claims the price of eating and owning a home has never been lower.
May 07, 2013
Do you want to pay taxes now or later?Most Americans do not understand the progressive nature of income tax law. That's where you come in.
May 07, 2013
Do you want to pay taxes now or later?Most Americans do not understand the progressive nature of income tax law. That's where you come in.
May 07, 2013
The New Investment Tax: Don’t Let Clients Be Snared by the Passive Activity TrapYou and your clients may have mastered the obvious points of the 3.8% tax on investment income, but this complicated set of tax rules affects more than income from traditional investment vehicles.
May 06, 2013
15 Best Finance Tweets of the Month: AprilWhile gold plunged in April and Bitcoin took a wild ride, Sallie Krawcheck threw a punch in the battle of the sexes and Bill Gross opined on the pomp and pageantry of stock trading.
May 06, 2013
The investment income tax: Don’t get caught in the passive activity trapThe new 3.8 percent tax could leave affluent clients with a larger-than-expected bill.