RIA News

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Health bill's tax toll: What will it mean for the rich?
RETIREMENT PLANNING MAR 24, 2010
Health bill's tax toll: What will it mean for the rich?

With the passage of the health care bill, investors will see the tax rate on long-term capital gains jump to 23.8%, raising questions for investors looking to protect their assets

By David Hoffman
RIA NEWS MAR 24, 2010
Are bear markets bad for your health? Yes, says Duke researcher

Based on a new study of market ups and downs — and the incidence of heart attacks — stock investors may want to consider taking beta blockers.

By John Goff
RIA NEWS MAR 24, 2010
Raymond James' Jeffrey Saut: The Great White Hurricane

We revisit The Great Blizzard of 1888 this morning because of the weather that has crippled the Northeast corridor over the past few weeks.

By Jeffrey D. Saut
RETIREMENT PLANNING MAR 24, 2010
Bank of America unveils special designation for 401(k) advisers

Bank of America Merrill Lynch is establishing an elite new designation for financial advisers who want to work with large 401(k) plan clients. The new designation is part of the bank's push to become a bigger player in the retirement space.

By Jessica Toonkel Marquez
LIFE INSURANCE AND ANNUITIES MAR 24, 2010
A tale of new retirement products

For a look at the retirement products advisers can expect in 2010, the insights of some literary greats — Charles Dickens, Voltaire, Lord Byron and Jane Austen — may be more illuminating than you would imagine.

By Joan E. Boros
RIA NEWS MAR 24, 2010
Tax question? Good luck getting through to the IRS

Need help with your taxes? Good luck reaching someone on the phone at the Internal Revenue Service.

By Associated Press
RIA NEWS MAR 24, 2010
Adviser leading 'double life' stole $57M for planes, mistress

An adviser who oversaw the wealth of a well-known Boston family allegedly led a "double life" and stole $57 million to buy several airplanes, houses, and timeshares for his family and his mistress, authorities said.

By Bloomberg
RIA NEWS MAR 23, 2010
JPMorgan Funds' David Kelly: Getting away from extremes

A year ago, stocks were extremely cheap, Treasury bonds were extremely expensive, and investors were extremely frightened.

By David Kelly
RIA NEWS MAR 23, 2010
Bill Gross: What's in his personal portfolio?

The co-CIO of Pimco shares some institutional (and personal) investment insights with WealthTrack's Consuelo Mack

By Mark Bruno
RETIREMENT PLANNING MAR 23, 2010
Obama's health care reform complicates cap gains picture

The debate over whether to take capital gains this year heated up yesterday when the House passed health care reform legislation.

By David Hoffman
RIA NEWS MAR 23, 2010
Raymond James' Scott J. Brown: The long road to recovery

The following is a monthly economic outlook provided by Scott J. Brown, chief economist and senior vice president of equity research at Raymond James & Associates Inc.

By Scott J. Brown
How Obama's health care bill would effect tax on investment income
LIFE INSURANCE AND ANNUITIES MAR 23, 2010
How Obama's health care bill would effect tax on investment income

High-income families would be hit with a tax increase on wages and a new levy on investments under President Barack Obama's health care overhaul bill.

By Associated Press
Raymond James' Scott Brown: Fed might raise discount rate again
RIA NEWS MAR 23, 2010
Raymond James' Scott Brown: Fed might raise discount rate again

The following is a daily market commentary by Scott J. Brown, chief economist and senior vice president of equity research at Raymond James & Associates Inc.

By Scott J. Brown
RIA NEWS MAR 23, 2010
Raymond James' Dr. Brown: Signs of market-moving potential

The following is a daily market commentary by Scott J. Brown, chief economist and senior vice president of equity research at Raymond James & Associates Inc.

By Scott J. Brown
RETIREMENT PLANNING MAR 23, 2010
Raymond James' Scott J. Brown: It's the Ben Bernanke Show!

Scott J. Brown, chief economist and senior vice president of equity research at Raymond James & Associates Inc., offers his daily market commentary.

By Scott J. Brown
RETIREMENT PLANNING MAR 23, 2010
Obama wants to apply Medicare tax to investment income

President Barack Obama's health plan proposal would extend Medicare taxes to the investment income of higher-earning households.

By Dan Jamieson
RIA NEWS MAR 23, 2010
Raymond James' Dr. Brown: Reading into the rate hike

After the close, the Fed's Board of Governors raised the discount rate.

By Scott J. Brown
RIA NEWS MAR 23, 2010
Bob Doll named chief equity strategist in BlackRock shuffle

Robert Doll has the new title of chief equity strategist for BlackRock's fundamental equities platform, one of a number of changes the money management giant announced internally today.

By Douglas Appell
RIA NEWS MAR 23, 2010
BlackRock's Bob Doll makes sense of the market correction

By John Goff
RIA NEWS MAR 23, 2010
Raymond James' Dr. Brown: How to read the economic indicators

The advance figure for fourth quarter growth surprised to the upside, although the story was largely as anticipated.

By Scott J. Brown