Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
The Global Tax Climate Is Changing
By Marlene Y. SatterIn times of austerity, every dollar countsand so do uncollected dollars.
December 17, 2012
As Fiscal Cliff Nears: To Sell or Not to Sell?Four issues Ill be considering on behalf of my clients' investments as the New Year approaches.
December 14, 2012
Loss of Tax-Exempt Status Could Hurt Banks With Muni ExposureMeredith Whitneys warnings about a wave of bankruptcies two years ago didnt kill munis, but will ending their tax-exempt status push these securities over the fiscal cliff?
November 30, 2012
3 Problems With Buffett’s Higher-Tax ArgumentsBuffett is part of a misinformed constituency that believes high-income earners arent paying enough taxes.
November 26, 2012
Goldman Sachs turns down southern Europe banks as crisis lingersAs Europes debt crisis goes into its fourth year, Goldman Sachs recent decisions to turn down underwriting roles offered by banks in Spain and Italy underscores just how closely the firm is managing its risk.
November 22, 2012
Weight loss drugmakers rise on Aetna policy updateA decision to cover some pills for some patients moves the market.
November 21, 2012
Do You Have What You Need?One of many moving stories of Hurricane Sandy involved a family in an affluent area of New York awakened by the rush of water into their home.
November 16, 2012
ETFs & Taxes: A Deeper LookInvestor and advisors can benefit from understanding the advantages and downsides of exchange-traded funds and other products