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Clintons shine spotlight on tax strategy that splits a house in two
The qualified personal residence trust has enabled Bill and Hillary Clinton to save on estate taxes, but that doesn't mean it makes sense for everyone.
Barclays pushes back dark pool charges
On Friday's menu: Barclays hits back on dark pool charges. Plus: Seeing the markets through the eyes of regular investors, why young folks should embrace bear markets, discount retailers set to shine, another cheap swipe at mortgage interest deductions, and the SEC hasn't forgotten about those pesky high-speed traders.
Global consumer confidence soars
Plus: Credit Suisse exits the commodities trading business, Allianz stands by Bill Gross, silver has a golden summer run, three taxes we can all dislike together, and don't let tourist scams rain on your vacation
Retirement: From theory to practice
Husband's retirement ushers in a new era for InvestmentNews contributing editor.
Big demand from advisers for Social Security claiming tools, training
But few are willing to pay for it.
Want loyalty? Help clients with caregiving
Taking these extra steps with clients who are caring for loved ones will strengthen those relationships
A new era for longevity insurance
Longevity insurance refers to a forward-starting life annuity. As an example, an investor at age 60 plunks down…
Markets climb in stride with pessimism
Plus: Janet Yellen's dovish optimism, Ernst & Young's $4 million lobbying settlement, how Citigroup agreed on that $7 billion figure, and QE has had almost no impact on unemployment
Barclays in the hot seat over charges it courted high-frequency traders
Breakfast with Benjamin: Barclays tagged for HFT. Plus: A looming 401(k) crisis, the marriage math for gay couples, the fuzzy math of inflation data, tapping into the fracking boom, and Russian stocks are not for the meek.
Ex-UBS banker pleads guilty in 17-year U.S. tax scheme
Martin Lack admitted that for 17 years he helped U.S. clients maintain secret overseas accounts.
Updated book is an essential guide to Social Security
Veteran Social Security Administration employee shares how retirement, disability and survivor programs work.
Frothy markets have investors turning to short-term bets
Breakfast with Benjamin: Going short-term with investments. Plus: Watching the Fed chase the markets, punishing corporate taxes force more companies overseas, the Dow inches toward another milestone, the pros and cons of 401(k) loans, and you too can be a bond trader.
Four top lessons for financial advisers from this year’s tax sticker shock
With clients still smarting from April 15, now is the time to talk with them about strategies for lowering their tax burden.
Reduced earnings late in career might not reduce Social Security benefit
Top 35 years of earnings, not final years, determine monthly amount.
Giving gains traction – and closes in on 2007 record
Charitable donations seen as a win for clients and advisers.
Bill for permanent tax deduction of charitable gifts from IRAs sails through House panel
The measure has bipartisan support going forward, but hurdles remain.
Congress poised to pass tax-extender extender, extending advisers’ frustration
House is expected to vote Wednesday on legislation that would extend retroactively for one year an assortment of individual and business tax breaks.
Popular tax breaks will get renewed this year, GOP says
Republican lawmakers see tax-extender approval going through before the end of 2014, keeping tax breaks favored by clients in place.
Carl Icahn advises caution in the equity markets
Breakfast with Benjamin: Carl Icahn warns that stocks are on risky ground. Plus: Interest rates and volatility are raising red flags, one man's take on the Fed-fueled bubble, the SEC is watching for political-donation conflicts, gold gets no respect, and institutional money is chasing solar energy stocks.
Volatility looks cheap and risky
Breakfast with Benjamin: Barclays: Following in the footsteps of Sallie Krawcheck. Plus: The volatility play: Cheap but risky, bond managers brace for higher rates, dancing around the issue of student loan debt, and a potato salad venture whets the tax man's appetite.
