Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
The Case for Loss Harvesting
By Staff WriterThe presence of taxes should affect the way an investment portfolio is managed, but most portfolio managers are not sensitive to tax issues. Indeed, investment...
December 01, 2005
Finding Better EmployeesFor the first time, in the 2005 Study the majority of firms indicated that they use some form of standardized testing to evaluate new employee...
November 29, 2005
Medigap Claims Trigger SuitsShareholder lawyers are trying to organize several class-action suits against a Northeastern insurer that reported a higher-than-expected Medicare supplement loss ratio for the third ...
October 01, 2005
Looking BackAs the great Benjamin Franklin so aptly put it, "In this world nothing is certain but death and taxes." At Investment Advisor, it's pretty certain...
September 28, 2005
Broker, Beware The Definition Of Disability TrapSometimes the spreadsheet doesn't tell the whole story. That is especially true when you are comparing group disability insurance contracts.Understanding the intricacies of a ...
September 28, 2005
Broker Beware Of The Definition Of Disability TrapGo page xx with xx banner. File # LEBdisabilitycontractAB.xml Lines: 131 (including bio box) Author photo: roberts.jpg Graphic info: at bottom of this fileSometimes ...
September 28, 2005
Why Not Offer Stop-Loss Insurance For Benefit Plans?Here's an idea for benefits brokers.Offer employers self-insurance programs and stop-loss coverage for prescription drug plans, dental and vision benefits.Many employers already know about ...