How to Avoid the Tax Trap of the Wash-Sale Rule
By Jennifer ValdezTech tools can automate oversight of multiple accounts to ensure compliance while protecting investment gains.
November 27, 2024
To Sell for a Better Multiple, Put Your Firm Through Boot CampA back-to-basics review can put practices in shape to be acquired for top dollar.
November 21, 2024
A Long-Term Care Planner's ConfessionAn LTCI veteran looks at why some clients still receive care outside their homes.
November 21, 2024
Bermuda, ExplainedA former Florida insurance commissioner explains why carriers are embracing regulations in Bermuda.
November 18, 2024
Optimizing Medicare DecisionsEnrolling in the right coverage is complicated. You can help.
November 18, 2024
Businesses Can Use Life Settlements, TooFor these clients, knowing when to keep a policy and when to sell it could help the bottom line.
November 12, 2024
Bipartisanship Is Alive and Well in the Retirement ArenaWhatever our views on abortion, gun rights or the limits of the First Amendment, we're all getting older.
November 05, 2024
Market Volatility Tied to Elections Can Be a Friend or FoeStock prices tend to reward investors who stick with their long-term strategy during turbulent periods.
Commentary