More in Taxes

  • Apr 16, 2015
    The Daily Brief

    Struggles After the Shield

    How are former NFL players faring with their finances post-retirement? According to a study that collected court filing data of about 2,000 retired players drafted between 1996 and 2003, a total of one in six players declare bankruptcy within 12 years of retirement....More
  • Mar 25, 2015
    blog

    Wealthfront Eliminates $100k Minimum For Tax-Loss Harvesting

    In the wake of Schwab's new robo-advisor, which doesn't charge advisory fees and offers tax-loss harvesting for accounts with at least $50,000, Wealthfront eliminated minimum requirements for its own tax services....More
  • Mar 17, 2015
    blog

    The Tax Capital

    Where do people pay the highest taxes? Washington D.C., according to MoneyRates.com....More
  • Mar 6, 2015
    The Daily Brief

    How to Manage Celebrities and Their Money 1

    It's not easy dealing with celebrities. It's even harder when you're the one managing - or trying to manage - their money....More
  • Feb 10, 2015
    blog

    The Most Innovative in Personal Finance

    Technology providers to the financial advisory space dominated Fast Company's list of the most innovative companies in personal finance, which included Addepar, Motif and Riskalyze....More
  • Jan 28, 2015
    blog

    Rex Ryan = Bill Gross

    You probably wouldn’t think of NFL coaches and portfolio managers being very similar, but MarketWatch contends that both are high-profile, high-testosterone positions worth millions and the target of both intense criticism and praise....More
  • Jan 27, 2015
    blog

    Congress Could Close Tax Loopholes to Raise Money

    Advisors need to keep an eye on potential tax loophole closures as the year goes forward, particularly as the government faces funding legislation around homeland security and highways....More

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