In the early 1990s, when I was in London, I ran across a weekly trade newspaper titled Money Marketing, aimed at British investment advisers.
A mantra of tax-efficient investing is to harvest capital losses and defer all gains.
Fix the dollar, and a lot of other problems will disappear — or at least be eased.
What a time to be tightening the Securities and Exchange Commission's budget.
Has anyone noticed that the financial advisory industry is shrinking?
What would be the financial consequence if one of your clients lost his or her physical and/or mental independence?
What this country needs is a presidential candidate who understands and cares about economics.
The House of Representatives is trying to cripple the experiment with health savings accounts by burdening it with extra layers of bureaucracy.
If there is a silver lining to the bursting of the real estate bubble, the weak economy and the attendant bear market, it may be that the great mass of baby boomers still 10 or more years from retirement might be scared into saving more for retirement while they still have time.
This year's proxy season could be a pivotal one in the battle for improved corporate governance.
On March 31, Treasury Secretary Henry Paulson released the Treasury's "Blueprint for a Modernized Financial Regulatory Structure."
Since the tax laws are so complex, and often inconsistent, it's no wonder that the tax treatment of investment management fees varies widely.
Judging by the heated reaction of members of Congress, Wall Street, the insurance industry, the savings-and-loan and regional-bank industries, etc., Treasury Secretary Henry Paulson's plan to revamp the nation's financial regulation is pretty good.
Judging by the thundering impact of the housing collapse, something is wrong with financial regulation.
Despite the challenges faced by today's physicians — the soaring cost of malpractice insurance and declining insurance reimbursements are just two — doctors remain one of financial advisers' most sought-after niches
