A 50% increase in capital gains tax rates makes this a good time to consider an ESOP, which can help both owners and companies defer the tax.
Long-term outlook is still bullout even as correction gets nasty; volatility not a surprise
Former Bank of America Corp. Chairman Kenneth Lewis agreed to a three-year ban on serving as a public company's officer or director and to pay $10 million to settle claims by New York's attorney general that he misled investors about the bank's 2009 purchase of Merrill Lynch & Co.
Brokerage industry is only one in which professionals as deemed guilty until proven innocent.
<i>Breakfast with Benjamin:</i> It's a bad time for stocks, based on the presidential cycle. Plus: The Nasdaq tests correction territory; most money managers think U.S. stocks are pricey (but there is a market they love); a tech ETF for nervous investors; what advisers wish investors knew; and having delicious fun with Crème Eggs.
Famed financial adviser Donald DeWaay Jr. has reached a settlement with the Labor Department over retirement plan recommendations. The total could top $500,000. Darla Mercado reports.
7 tips to help you compete for talent as the job market picks up.
<i>Breakfast with Benjamin:</i> Which way for stocks on big data day? Plus: The downside of low rates; GM gets some love; Earth Day and earthy companies; the surging price of shrimp makes cheap food, well, less so; and reflection and hope in Boston.
Major stock market indexes wrapped up their worst week since 2012 with more losses on Friday as investor concern over too-high stock prices sent them to the exits. With the S&P 500 erasing its gains for the year and earnings season just starting, is the long-awaited correction at hand?
President Barack Obama has nominated Ramin Toloui, who co-heads Pacific Investment Management Co.'s emerging-market portfolio, for a role in the Treasury Department, according to the White House.
Investors across all wealth tiers are more accepting of online advice models, such as self-directed platforms, Cerulli reports.
Mary Beth Franklin tackles three questions about Social Security survivor benefits. The questions are similar and the answer may surprise you.
98% of your Social Security check could go to health care, new index finds
<i>Breakfast with Benjamin:</i> The bull run is not over; neither is the spike in volatility. Plus: The upside of suddenly cheaper stocks, JPMorgan's big miss, mutual fund investors always get creamed, placing speed bumps in front of high-frequency traders and not having Kathleen Sebelius to kick around anymore.
Former LPL executive says taking time off to recharge.
CEO says majority of high net worth clients will move toward independent advisers
Some divorced spouses are clueless about Social Security benefits
Current and ex-spouses don't have to share survivor benefits.
Pays fine, accepts suspension but B-D already closed, securities license dropped.
