It’s harvest time – for tax losses
As November approaches, and 2007 comes to a close, investors are taking stock of their realized and unrealized gains and losses for the year.
People
Offit Capital Advisors LLC, a New York-based independent investment advisory firm, has named Todd E. Petzel, 55, chief investment officer.
Solutions for retirement planning
There is no shortage of technology solutions to help with retirement planning. Some are comprehensive packages that do — or promise to do — many things; others are more modest in their goals.
Pay close attention to retirement plan fees
Many financial planners and investment advisers have helped small companies establish 401(k) retirement plans for their employees.
The Great Lakes State is all wet
There is something rotten in the state of Michigan. Gov. Jennifer Granholm and state lawmakers emerged from a recent late-night budget session with a new 6% sales-and-use tax that affects investment advice services, among about 20 other previously untaxed services.
What do we want? Social Security reform, now!
Social Security was once the third rail of politics. For years, the conventional wisdom held that if politicians mentioned the system's financial problems and so much as alluded to changing anything, they faced electrocution in the court of public opinion and a grisly end to their career
Retirement ignorance isn’t bliss
Something strange is going on in the minds of your clients regarding retirement.
IN events
'On Retirement' makes its debut at investmentnews.com. Visit the online Retirement Center to get the latest on planning for the golden years from the experts.
Manager avoiding wild price swings
Investing in the commodities markets without actually buying commodities enables the managers of the RS Global Natural Resources Fund (RSNRX) to look beyond such basics as the fluctuating price of corn.
Tax changes mean fiduciary issues
There are special fiduciary issues associated with hedge and private-equity funds. I testified before the Senate Fi-nance Committee…