Many accelerating investment income ahead of expected rate hikes; 'The Fast and the Furious'
Small-business owners stand to benefit from deductions
Guggenheim to purchase Sun Life unit; CEO Mark Walter building a giant
Even a self-professed expert gets it wrong sometimes
For clients who are within five years of retirement, investment consultants would be wise to heed that well-known value investor Benjamin Graham, who said that the investor “will do better if he forgets about the stock market and pays attention to his dividend returns and to the operating results of his companies.” We believe that an investment strategy that cultivates a substantial and growing cash flow via dividend and interest income can be an attractive solution for retirees who are trying to balance present income needs with future purchasing power. The combined focus on a rising income stream plus acceptable risk-adjusted total return may help keep retirees on path during difficult markets.consultants are rethinking how to help baby-boomer clients build sustainable retirement plans.
The Senate passed a bipartisan budget deal two hours after income tax cuts expired, reaching an after-deadline agreement to undo the potential economic harm of $600 billion in tax increases and spending cuts.
Raising of estate tax exemption to $5M lessens need for policies that shield assets.
Munis look to be marginally unfavorable not because of state and city finance issues, but expected yields compared to other taxable bonds.
Federal court rules in favor of agent who maintained sites critical of insurer, but who will get paid?
Ameriprise workers filed suit in 2011, claiming firm profited from costly plan options
Why the levies on investment income and ordinary income should be the same
Distribution of wealth demonized, but research shows it works.
Chance to invest in hard assets can lead to big returns, but rules are complex.
According to a study by Cogent Research LLC, there are stark contrasts between older and younger members of the boomer generation that advisers and asset managers should be aware of.
Vast majority believe fiscal cliff solution will include hike in taxes; not fans of the plans, however
Demand continues to surge despite pullback by insurance companies of product benefits.
