Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
How to Prepare Now for Sharply Rising Tax Rates
By Gil WeinreichAffluent investors are likely to face double- and even triple-digit increases in tax rates in 2013, but a new whitepaper offers tips on planning for this eventuality.
November 21, 2011
Stop-Loss Executive Sees Fierce CompetitionPPACA may have increased demand for plans for health plans, but barriers to entry remain low.
October 18, 2011
Goldman Sachs Loses $428 million in Third Quarter (AP)It was only the second quarterly loss for the investment bank since it went public 12 years ago. The bank said at its last earnings call, in July, that it would eliminate as many as 1,000 jobs to cut costs.
October 01, 2011
The Long and Winding RoadNatural disasters are growing more frequent and severe, their collective losses taking an ever greater toll on insurers and reinsurers$23.5 billion from tornadoes and other severe weather in the United States in the first half of 2011 alone, according to Munich Re.
September 30, 2011
Who’s More Reckless: Stockbrokers or Psychopaths?Study at a Swiss University offers surprising results.
September 24, 2011
Roth Redo Can Slash Taxes, but Be CarefulCould a Roth reconversion cut your clients tax bills? Maybe so, but make sure the timing is right.
September 16, 2011
UBS on Review for Moody’s DowngradeThe same day the $2 billion loss hit the news, the firm was placed on review by Moodys Investors Service for possible downgrade over its risk control measures.
August 29, 2011
Early Irene Damage Estimates: Insured Losses of $1.5B-$3BWorst-case scenarios avoided, reports Property-Casualty360.com. U.S. stock markets opened at normal times.