Variable Annuities Look Pretty Good at Tax Time
By Scott StolzYour clients might want to consider a variable annuity if they want to avoid capital gains taxes.
February 03, 2023
How GIPS Can Help Advisors Boost Client ConfidenceBecoming GIPS-compliant can be a lengthy and costly process, but it's worth the investment.
February 03, 2023
When Markets Are This Hot, Should You Jump In?The S&P 500 is up almost 9% this year, Nasdaq has gained over 16%, and Bitcoin's jumped more than 44%.
February 02, 2023
Why Wealth Taxes Have Always Been a Terrible IdeaA 1% or 2% wealth tax may sound small, but it's actually very large compared with current tax rates.
February 01, 2023
Be Ready for SEC's Proposed RIA Outsourcing RuleA proposed rule would impose new due diligence requirements on RIAs seeking certain third-party services.
January 31, 2023
Why UHNW Families Are Forming Private Trust CompaniesThis structure gives families more control over investments and distributions and more flexibility over asset and governance issues.
January 30, 2023
3 Steps for Business Owners to Start the Year Off RightNow is a good time to implement plans to supercharge your business in the months ahead.
January 28, 2023
That Big New Spending Package and Medicare: A Medicare Customer QuestionOne provision cuts how much your clients' physicians get paid.
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