• Estate denied charitable deduction for remainder interests in a NIMCRUT—In Estate of Arthur E. Schaefer, 145 T.C. No. 4 (July 28, 2015), the Tax Court ruled on the proper method for calculating the value of the remainder interest in a...

Hedging his bets. | Copyright Noam Galai, Getty Images Billionaire entrepreneur Mark Cuban says the volatility in the markets is being driven by high frequency trading. “What happens is that there are so many different algorithms that are ...

Advisor with the Drosner Phillips Group at Robert W. Baird & Co. 

It depends. | Sergey_P/iStock/Thinkstock Over the last few days, top portfolio managers and financial advisors have declared the recent volatility a good buying opportunity. But investors aren’t as sure, according to a recent poll by Eaton...

Court rules wife's portion of late author's $86 million estate tax-free.

Kathy Jones, the senior vice president and chief fixed income strategist at the Charles Schwab Center for Financial Research, said she was a “September-ist” coming into 2015 when it came to predicting when the Federal Reserve would ra...

U.S. stocks ended more than 3 percent lower on Monday, their fifth straight drop, in an unusually volatile session that confirmed the S&P 500 was formally in a correction...

Many broker/dealers still provide their advisors with an annual conference, complete with award dinners, appreciation events, and spousal activities. But Raymond James’ Tash Elwyn writes on LinkedIn that the more family-oriented firm events m...

The Financial Industry Regulatory Authority levied a $2 million fine on Charles Schwab & Co. for failing to maintain sufficient levels of capital during at least three occasions last summer...