Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Cushioning the Blow
By Staff WriterSwiss banking and securities giant UBS took the unusual step of pre-announcing full-year and fourth-quarter results on January 30. The Zurich- and Basel-based company says it "will report a net loss attributable to shareholders of approximately [Swiss francs] CHF 4.4 billion for full-year 2007," or about $4 billion U.S. dollars,...
December 01, 2007
The Mourning AfterAs the december holiday season approaches, we want and expect it to be a time of joy, warmth, and intimacy with family and friends. But...
September 02, 2007
Choosing The Right Stop-Loss CarrierMedical stop-loss coverage has become increasingly popular with employers who self-fund employee health insurance. With so many providers in the market today, shopping for the ...
August 09, 2007
Choosing the Right Stop-Loss CarrierMedical stop-loss coverage has become increasingly popular with employers who self-fund employee health insurance. With so many providers in the market today, shopping for the ...
August 09, 2007
Choosing the Right Stop-Loss CarrierMedical stop-loss coverage has become increasingly popular with employers who self-fund employee health insurance. With so many providers in the market today, shopping for the ...
August 08, 2007
KMG CEO Discusses Talks With Possible SuitorsExecutives at the holding company that bought Kanawha Insurance Company in 2004 are engaged in "advanced negotiations" with parties that might want to acquire the ...
August 02, 2007
Wachovia Unit Offers Weight-Loss Program To EmployersA bank-owned insurance brokerage has chosen a weight-loss services vendor.Wachovia Insurance Services, a division of Wachovia Corp., Charlotte, N.C., has agreed to offer a weight-loss ...