There are a few things that a broad cross section of advisors agree on when it comes to what financial and tax advisors should be contemplating now, and advising for their clients, while this year’s experience is still fresh in their minds.
In an interesting turn of events on Tuesday, Republican presidential candidate Rand Paul was named as one of seven plaintiffs in a suit against the Internal Revenue Service and the Treasury Department....More
The trustee and beneficiaries proposed to modify the trust to provide that the calculation of the unitrust amount be based on the average net value of the trust assets valued on the last business day of the three prior taxable years rather than the value of trust assets as of the last business day of just the prior taxable year....More
Democratic presidential contender Hillary Clinton will pledge on Monday to close the carried interest tax loophole that allows private equity fund managers to pay a lower tax rate on much of their earnings, according to a draft of a speech seen by an outside adviser....More
With the Fed poised to hike rates for the first time since 2006, many investors are concerned about the risks to their bond holdings. But rising rates also have positive aspects for some investors....More
These articles from the Investments & Wealth Monitor focus on the challenges of longevity and how families can prepare, maximizing wealth over increasing life expectancies with social security, and long-term care and asset protection....More
Small-cap growth stocks have turned in strong performances year to date, but various macroeconomic events and cross currents exist in today's market environment. Learn what's behind the gains and where the opportunities for small-cap stocks can be found going forward....More
Research has shown that the attitudes, behaviors and circumstances of women’s financial lives are unique. In part one of a two-part series, we take a closer look at how women approach investing differently than men and how advisors can best meet their needs....More