Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Principles of persuasion
By John BoeWhether you are conducting a one-on-one interview with a prospect, motivating your insurance sales team or delivering a keynote address, your success as a leader is defined by your ability to persuade with clarity and passion.
June 02, 2010
Construction Spending Surges; Manufacturing Index DipsThe economic recovery gained strength on the biggest rise in construction spending in nearly a decade and the 10th straight month of expansion for the manufacturing sector.
June 01, 2010
From Senior to PartnerIn my book, a senior advisor is really the top of the heap in the advisory profession: they are qualified to make all the decisions...
February 26, 2010
Earnings: AIG, Conseco, American Equity, Pan-AmericanAmerican International Group Inc. (NYSE:AIG) has reported a large loss for the fourth quarter of 2009, but the domestic life and retirement business took in more deposits and is reporting a pre-tax profit.
February 04, 2010
Conseco Refinances DebenturesConseco Inc. (NYSE:CNO) has bought back $64 million of its old 3.50% convertible debentures through a privately negotiated transaction, the company says.
January 20, 2010
Citigroup Lost in Fourth Quarter and Full YearCitibank net losses for quarter and year add up to questions about the timing of TARP repayments.
January 20, 2010
Bank of America Reports LossesOn the heels of Citibank's reported losses for the quarter and full year after repayments of TARP bailout funds, Bank of America reported losses for those periods as well.
October 26, 2009
Top Story: How to help clients rescue their deferred variable annuityMany variable annuity owners would like to move their money into something safer and more conservative. And they want to know if they can deduct the loss if they surrender the VA. The answer is yes, with "annuity rescue."