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(Bloomberg) -- In the year that Donald Trump was transformed from a long-shot presidential candidate into the presumptive Republican nominee, he took on more debt and sold at least $50 million of stocks and bonds. At the same time, the value...
(Bloomberg) -- Retirement can seem like an abstract idea until we're alarmingly close to it. It's a little like dying—inevitable, but who wants to think about it. For that reason, many of us put off important moves that could...
On reaching retirement, several of your clients might have a defined benefit pension plan from which to draw. Often, a client can choose between transferring a lump sum amount to an IRA or taking periodic payments over a certain period of time...
It’s Christmas in July for charities, as Warren Buffett has continued his annual tradition of making massive summertime charitable donations, this time to the tune of $2.86 billion...