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Buffett says tax law makes owning stocks more attractive

January 10, 2018

Warren Buffett said the U.S. tax cut will make companies more valuable by giving owners a bigger share of profits. "People who own the businesses, they now own 20% more of the domestic earnings," Buffett, chief executive of Berkshire Hathaway...

10 trends hitting financial advisers this year

January 9, 2018

Policy changes like tax reform and implementation of the Department of Labor’s fiduciary rule occupied most of the wealth management industry’s attention in 2017, and research firm Aite Group said these will drive adviser uncertainty. At...

Tax overhaul gift may turn into lump of coal sooner than later

January 6, 2018

The so-called Christmas gift given to the country by President Donald J. Trump and his Republican colleagues — the tax reform law — might be enjoyable in the short run, but it could prove to be nothing more than a lump of coal to many Americans...

Dow surpasses 25,000 for first time, as bull market storms into 2018

January 5, 2018

It's a new year and an old pattern in equities, with the Dow Jones Industrial Average sailing past 25,000 for the first time as the bull market rages on. Gains in companies from Boeing Co. to Wal-Mart Stores Inc. lifted the blue-chip index past...

Tax law's pass-through provision could harm 401(k) plans

January 5, 2018

The new tax law's provision on pass-through businesses is proving to be one of the most challenging to dissect, and it's one that some retirement pundits are eyeing with concern. Some industry groups, such as the American Retirement Association,...

Morgan Stanley slashes junk bond allocation

January 4, 2018

It's too late in this market cycle to bet on high-yield bonds, according to Morgan Stanley Wealth Management. So, the $2 trillion money management arm is completely slashing junk bond allocation. True, tax cuts are expected to inject fresh momentum...

States already seeking workarounds to Republican tax changes

January 4, 2018

Before the ink was dry on the Republican tax bill signed into law late last month, experts predicted that state governments would try to shield their residents from tax hikes they'll suffer from a sharp reduction in state and local deductions....

Tax bill may change your clients' health-care costs

December 29, 2017

The newly signed Tax Cuts and Jobs Act will affect how much your clients pay out of pocket on health care, in several ways. The effects will be both short term and medium term: • The "Individual Mandate" will be eliminated by Jan. 1, 2019....

Roth IRAs hit 20 years old on New Year's Day

December 29, 2017

The first day of 2018 will have special meaning for some retirement planners — the 20th anniversary of the Roth IRA. The plans, which allow individuals to contribute after-tax money into an account that they can withdraw from tax-free in retirement,...

Tax bill prompts client questions on prepaying property taxes before 2018

December 27, 2017

The Republican tax bill has gifted many financial advisers with a lot of additional work in the last few days of 2017. Advisers say they are getting peppered with questions from clients about prepaying property taxes before Jan. 1, when the...

Affluent Americans inundate accountants for advice

December 27, 2017

Republican lawmakers said they wanted to simplify the tax code so you could file your return on a postcard. It turns out the new tax law will be anything but simple for many affluent Americans, who are now inundating their accountants for advice....

Your tax bill questions answered

December 27, 2017

InvestmentNews has asked readers to submit their tax questions. Here are the first three of them. If you would like your tax questions answered, please write to assistant managing editor Chris Latham at clatham@investmentnews.com. QUESTION:...

Trump signs $1.5 trillion tax cut

December 22, 2017

President Donald J. Trump signed the Republican tax-overhaul bill to little fanfare on Friday, delivering a major tax cut to U.S. corporations along with a package of temporary cuts for other businesses and most individuals. "We are cutting...

Five obstacles to true tax optimization

December 22, 2017

As we approach year end, tax considerations bubble up to the top of the portfolio management agenda for advisers. As they weigh tax benefit claims made by competing managers, the cynicism and confusion around the claims made is real. There are...

Send us your tax questions

December 21, 2017

Confused about the new tax bill? InvestmentNews wants to help. Send us your questions, and we'll ask experts to weigh in and then publish the answers. You may direct your queries to reporter Greg Iacurci at giacurci@investmentnews.com and assistant...

Interest in donor-advised funds surges in response to tax changes

December 20, 2017

With Congress passing the most sweeping tax law changes in a generation, the three major providers of donor-advised funds — Charles Schwab & Co. Inc., The Vanguard Group Inc. and Fidelity Charitable — report a high volume of new accounts,...

How the tax bill will affect 8 families

December 20, 2017

If you're confused by how the Republican tax bill will affect your clients, you're not alone. The final version rewrites the tax code in dozens of ways, eliminating deductions, changing rates, and creating brand-new benefits for certain taxpayers,...

Congress sends Trump tax-cut bill

December 20, 2017

House Republicans passed the most extensive rewrite of the U.S. tax code in more than 30 years -- hours after the Senate passed the legislation -- handing President Donald Trump his first major legislative victory. The chamber's 224-201 party...

Political ETFs have fair share of haters

December 20, 2017

Money managers have already tried to sell people exchange-traded funds linked to booze and over-eating. So it probably shouldn't come as a shock that they're moving on to an even touchier region of the American psyche — politics. Believe it...

House passes GOP tax bill

December 19, 2017

House Republicans passed a sweeping tax overhaul that delivers a deep, lasting cut for corporations and temporary benefits for individuals, putting President Donald Trump one step away from his first major legislative victory. The bill, dubbed...

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