Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
Congress OKs Katrina Relief Bill
By Arthur D. PostalThe House and the Senate have approved a final version of a bill that will offer disaster survivors and donors to Hurricane Katrina relief ...
July 01, 2005
Defining Behavioral Finance TermsAnchoring. The tendency of investors to become attached to a specific price as the fair value of a holding. Attachment bias. Holding onto an investment for...
June 06, 2005
&Rating Agency: No AIG Liquidity Issues SeenStandard & Poor's analysts have expressed confidence that American International Group Inc. does not face serious liquidity issues as a result of its recent ...
May 13, 2005
Actuary To Ride Across America For CharityPaul Fallisi is biking from San Diego to New Hampshire with his brother, William, in an effort to raise $30,000 for charity.[@@]Fallisi, the chief ...
April 20, 2005
Does Income Ta Planning Now Trump Estate Ta Avoidance?For decades, estate planning has been dominated by a desire to avoid a confiscatory federal estate tax. In 1976, the amount a decedent could ...
April 06, 2005
Elderly With VAs Face Many DecisionsElderly With VAs Face Many DecisionsRegulatorsincluding the National Association of Securities Dealers, the Securities and Exchange Commission, and several state insurance departmentshave been raising questions ...
April 01, 2005
All Hail the Overlay ManagerUnified Managed Accounts (UMAs) give advisors the flexibility to choose their own asset allocation and preferred products while delivering enhanced levels of customization. But the...