<i>Breakfast with Benjamin</i>: The price freefall is getting uglier, and OPEC isn't the only culprit. Don't overlook the U.S. impact.
<i>Breakfast with Benjamin:</i> The last two weeks of the year typically ushers in the Santa Claus rally in stocks but this year, there's a big obstacle in the way.
Thinking around bequests shifts as capital gains tax and estate tax exemption rise
Keeping track of technology goes beyond keeping up on the trends for advisers. Pay heed to these simple tax strategies to save a few dollars.
The Vermont senator proposed lifting the cap on taxable income for the program.
Fund names can be deceiving and when outflows hit, distributions are unavoidable.
This year's spike in equity market volatility creates fertile ground for the strategy. Plus, check out our <a href="//www.investmentnews.com/section/specialreport/20151129/TAXESTATE2015"" target=""_blank"" rel="noopener noreferrer">special report on tax and estate planning</a>.
Start with investments, but don't forget the overall impact on portfolios and financial plans. </br><b><i>(Plus: <a href="http://www.investmentnews.com/section/specialreport/20151129/TAXESTATE2015" target="_blank">The Spotlight on Tax and Estate Planning special report</a>)</b></i>
Once you recover from the shock of learning that the most valuable Social Security claiming strategies are being phased out, take steps to turn this game-changing event into an opportunity by connecting with clients.
Mutual fund outflows can spell capital gains disaster and this year, some funds with low turnover are reporting sizable capital gains distributions as managers sell securities to meet investor withdrawals.
<i>Breakfast with Benjamin</i>: The trend of redemptions could mark a turning point for pricey hedge fund strategies that sometimes underperform.
Zuckerbergs' generous philanthropic announcement may spark client conversations about donating time and money, which research shows can boost retiree fulfillment.
As the Social Security Administration's appointment backlog builds, consider filing online.
Mary Beth Franklin's virtual mailbag is bursting at the seams with questions from <i>InvestmentNews</i> readers about how new regulation will affect Social Security claiming strategies for current and future retirees. Here she offers some answers.
The tax collection agency may re-evaluate high-income taxpayers and expand to ultra high net-worth
Senate committee to approve measure loosening rules for 529 plans.
High-earning clients likely to be caught up in the tax code's confusing alternate universe.
<i>Breakfast with Benjamin</i>: The financial markets are likely to be swept up in the immediate unrest following Friday's terror attacks in Paris.
<i>Breakfast with Benjamin:</i> After the big IRS data breach, few people probably trust the agency regarding data security. Nonetheless, it's offered a checklist of ways to avoid becoming a tax-scam victim.
