The House and Senate’s proposals have ripple effects through many aspects of wealth planning.

The challenge is to simplify the complicated assumptions.

The founder of Vanguard Group thinks a conservative portfolio of bonds will only return about 3 percent a year over the next decade, and stocks won’t do much better.

FINRA releases its first Report on Examination Findings, financial advisor income on the rise and art collectors don’t work with art advisors.

Art has no rules, but the valuing of it for tax purposes has plenty of them.

The estate tax, as currently constructed, is already effectively voluntary.

Even before tax reform is complete, Congressional Republicans have started talking about cutting Social Security and Medicare.

House Republicans protest the Senate’s FIFO provision, ESG-friendly companies beat the S&P and Morgan Stanley inks endorsement deal with Justin Rose.