Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Swiss Banks, Socialists Square Off Over Taxes
By Marlene Y. SatterA backlash is growing in the Alpine country over the fact that billionaires, such as Ikea founder Ingvar Kamprad, pay a lower tax rate than native Swiss, even as bankers circle the wagons to protect what they say is a lure to draw wealthy clients who bring jobs and growth...
November 01, 2012
Moody's Says Sandy Likely to Drive Further Rate IncreasesMoodys reports that one positive result of Hurricane Sandy for insurance companies is that the event will likely help support price increases going into 2013.
November 01, 2012
JPMorgan Sues London Whale’s BossJPMorgan Chase & Co. has filed suit against Javier Martin-Artajo, the executive who supervised Bruno Iksil, aka the London Whale, after the latters disastrous trades lost the bank what could be upwards of $6.2 billion.
October 31, 2012
Cut your losses: How to know when to quitWhen can you justify leaving a project unfinished?
October 30, 2012
Weather Catastrophes Hitting U.S. Hardest: Munich Re ReportStudy analyzing severe weather was released just days before Hurricane Sandy.
October 24, 2012
This Is Your Client’s Brain on FinanceNeuroscience can help us understand which advising strategies are most likely to succeed and why the most rational plan isnt always the most effective.
October 24, 2012
Kerviel Loses Appeal on SocGen Trading LossThe 2010 verdict by a French court finding Jerome Kerviel solely responsible for Socit Gnrale's trading losses of 4.9 billion euros ($6.34 billion) in 2008 was upheld Wednesday by a Paris appeals court.
October 02, 2012
What to Do About New Medicare Taxes: Kitces at FPA ConferenceMichael Kitces, Pinnacle Advisory Groups managing director of research, took the stage at FPA Experience 2012 on Monday in San Antonio to warn advisors of impending Medicare tax hikes.