Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Conseco Board Acts To Protect Tax Assets
By Staff WriterConseco Inc. says its directors have adopted a measure that would keep large, hostile shareholders from reducing the value of the company's "net operating loss carryforwards."
December 01, 2008
Now or Then?When the wealthy make plans to transition assets to their heirs, they must consider whether it is better to gift during their lifetime or transfer...
November 10, 2008
Will the Week After Prove as Historic?On a week when Americans elected their first black President, prompting the biggest Election Day rally in 24 years
November 01, 2008
Replacing StocksIf the government won't give you a tax break, then create one for yourself. This is a philosophy I believe more financial advisors and their...
October 22, 2008
WACHOVIA REPORTS Q3 LOSS (Oct. 22, 2008)In the third quarter, Wachovia reports that the number of Series 7 brokers has stayed flat at 14,635. The number of bank, or Series 6, brokers, stands at 4,447, up 3 percent from the second quarter. T
October 19, 2008
Market Volatility Remains HighThe Dow Jones industrials posted a gain of 401.03 points in the week ending October 17, 2008, or a rise of 4.75%, to close at 8,852.22, the biggest one week improvement since March 2003.
October 02, 2008
Stay the course? You're kiddingI often lose myself in the freak show that the bailout blame game has become. The chutzpah of Chris Dodd and Barney Frank knows no...