Displaying 170 results
Advisers wrestle with uncertainty over capital gains
End-of-year sell-off to beat the tax man may not be the best plan
Planners say no to increase in estate tax rates
Warren Buffett and some of his rich friends may be OK with a hike in estate taxes, but…
Sens.: Protect retirement plans
Retirement industry groups are rallying around a proposal championed by Sen. Richard Blumenthal, D-Conn., and Sen. Johnny Isakson,…
Retirees can cut their taxes by delaying Social Security
When individual retirement accounts and 401(k)s were created decades ago, the idea was to offer tax-deferred savings on…
Plan sponsors don’t choose advisers based on pricing
Fees are important to plan sponsors shopping for advisers, but they aren't necessarily a deal breaker. In…
Tax decisions must be weighed carefully
Warren E. Buffett may be a great investor, but, judging by his Nov. 25 Op-Ed in The New…
Investing strategies as taxes rise
Attempting to manage client portfolios based on the chess match unfolding in Washington is probably a waste of…
Fiscal cliff? Not gonna happen
As I write this column, we are 32 days, 9 hours, 11 minutes and 12 seconds away from…
Advisers see tax hike part of cliff fix
Financial advisers expect that any fiscal cliff deal will include steeper taxes for the wealthy. The issue…
Budget deal is likely to occur, strategist says
Look for a budget deal sometime in December, Greg Valliere, chief political strategist at Potomac Research Group, said…
Smart investors are riding herd before the sunset
The race is on for wealthy Americans to save on taxes before Jan. 1. President Barack Obama’s…
Fiscal cliff is the most immediate worry, advisers say
With Election Day in the rear-view mirror and President Barack Obama ready to kick off a second term,…
Tax-managed funds back in the spotlight
The likelihood of higher taxes is making tax-managed mutual funds more popular. With President Barack Obama’s re-election,…
Election to decide fiduciary regulation proposed by DOL
The fate of a proposed regulation that could have a profound impact on investment advisers is resting on the results of tomorrow's presidential election.
No ‘crew cut’ to 401(k) tax breaks, ASPPA chief vows
The American Society of Pension Professionals and Actuaries said last week that it is launching a lobbying initiative…
State pensions weaken for fourth straight year
Funding for state retirement plans fell for a fourth straight year as insufficient contributions and inadequate investment gains…
Estate of confusion over inheritance tax
The deadline is fast ap-proaching for wealthy individuals who plan to take advantage of the $5 million estate…
President Obama or President Romney?
President Barack Obama and former Massachusetts Gov. Mitt Romney have very different visions of how policies related to…
Why communication is the ‘Secret Sauce’
Wealthy young investors want your help, but they also want to be engaged with what you're doing on their behalf.
Are you ignoring the largest segment of affluent investors?
For advisers, 2015 is a magical year. It's when the leading edge of the Gen Y generation turns 35 years old.
