Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Mutual Fund Investors Face Tax Season ‘Double Whammy’
By Bernice NapachMany mutual fund investors will be paying taxes on investments in funds that had losses in 2015.
February 12, 2016
How professional golf explains the stock market panicGolf offers a clue about an important source of this months market volatility: human psychology.
February 12, 2016
How Pro Golf Explains the Stock Market PanicBehavioral economist Cass Sunstein says golf offers a clue about an important source of this months market volatility: human psychology.
January 13, 2016
A Break for Small BusinessCongress has passed a targeted tax cut that is modest in cost that could create a pop in corporate spendingmaybe even yours.
January 04, 2016
Break for small business that might do some goodHidden in the back of the big omnibus bill that passed just days before Congress broke for the holidays was an important new change in the tax laws.
December 30, 2015
View: Sanders' and Clinton's fake middle classCan the top Democratic contenders really pay for their programs just by "taxing the rich"?
December 14, 2015
An Advisor’s Year-End To-Do List, Pt. 1: RMDs and HarvestingAs 2015 nears its end, these two action items should be on every advisors list.
December 02, 2015
Want results? Ask your clients' opinion (part 1)Instead of telling your clients things about the economy, explain to them where your numbers come from.