Few people think to look at the impact of capital gains on their mutual funds.

Traditional financial institutions cater to the currently wealthy. These advisors focus on helping wealth-bound prospects find liquidity in the assets coming their way.

Will proposals to tax and redistribute wealth see the light of day?

Some are calm, others are anxious. Everyone is washing their hands.

Clients need advisors who can lead them through these troubled times.

A review of three of his proposals.

Go Away Little Girl (and Boy)

The key issue will be tax brackets.

Future trustee compensation may provide a basis for subject matter jurisdiction.