Tax Loss Harvesting
Top strategies and rules that advisors can consider when using tax loss harvesting to reduce tax liabilities of client portfolios.
November 26, 2002
Report: Advisors Should Emphasize Tax EfficiencyNU Online News Service, Nov. 26, 2:43 p.m. -- The Money Management Institute, Washington, has published a report on tax strategies that top sales ...
November 19, 2002
Conseco Prefers Voluntary Bankruptcy FilingNU Online News Service, Nov. 19, 1:10 p.m. -- Conseco Inc., Carmel, Ind., says it hopes to cope with its mounting losses by restructuring ...
November 15, 2002
Rating Agency Looks At HancockNU Online News Service, Nov. 15, 9:03 a.m. -- Analysts at Moody's Investors Service, New York, say losses on bonds and related investments and ...
November 15, 2002
Conseco To Report $1.8 Billion 3rd Quarter LossNU Online News Service, Nov. 15, 5:08 p.m. -- Conseco Inc., Carmel, Ind., will be releasing its third-quarter financial statement late and expects to ...
November 07, 2002
Phoenix Reports Loss On Lower IncomeNU Online News Service, Nov. 6, 11:10 a.m. -- The Phoenix Companies, Inc., Hartford, today reported an operating loss of $81.8 million for the ...
October 13, 2002
Survey: Some U.S. Firms Lost Over $50 Billion In Proprietary InformationSurvey: Some U.S. Firms Lost Over $50 Billion In Proprietary InformationA group of U.S. companies lost as much as $59 billion in proprietary information and ...
October 01, 2002
Smartt Fund ChoicesIn the midst of this challenging investment environment, John Smartt Jr., a CPA (but not a tax preparer) with the planning firm Financial Counseling &...
October 01, 2002
Double WhammyIt's dismal enough paying taxes when the economy is vigorous and sane. Doing so in yet another year when some portfolios are down 40% to...
October 01, 2002
Harvest Time?As the trees of New England shed their verdant hue for the spectacular colors of autumn, farmers begin to harvest summer's bounty. With the markets...
September 01, 2002
Separate Accounts, Taxes, and YouIt seems almost guaranteed that 2002 will not be a memorable year for investment performance. However, performance reporting is another matter. This year has seen...