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What investors can learn from Wall Street’s failures
What do Wall Street investment banks and retired investors have in common? They both must live off the return on their capital.
Reaping high-dividend income with ETFs
Stocks that pay above-average dividends have historically been less risky than the overall market and in many studies…
A year of painful lessons
Investors will be glad to see the end of 2008 — a year that may live in infamy as one that was marked by the worst investment returns since the Great Depression.
Trust wording can avoid big tax bill
Even when it’s done correctly, naming a trust as an IRA beneficiary can create more tax headaches than…
Give clients the confidence they need
The end of each year is a time of reflection and anticipation.
Obama must look to private sector for economic team
Where are the advocates for businesspeople and investors in President-elect Barack Obama's incoming administration?
Regulatory reforms needed to fix financial system
The incoming administration should consider the regulatory reforms for the financial markets that it will propose to Congress and the regulatory agencies when it takes office in January.
Retirees need a two-pronged strategy to cover health care costs
While many retirees worry about the risks the financial markets pose to their lifestyle, the biggest long-term risk…
Harvesting losses with options
Investors and their advisers are rightfully concerned about running afoul of the wash sale rule and triggering a taxable event. As you know, a wash sale — as defined in Section 1091 of the Internal Revenue Code — occurs when an investor sells property at a loss and within 30 days acquires "substantially identical" property.
Next up for feds, tonic for hurting homeowners
Job no. 1 for the Federal Reserve Board and the Department of the Treasury was to stabilize the capital markets.
ETFs: The advisers answer for all markets
The versatility of ETFs transfers the power and control to the hands of the adviser like no other…
It is time for IRA conversions
This month and next, help your clients by advising them to use a 2008 Roth IRA conversion to take advantage of the stock market decline.
SEC takes a step backward on disclosure
In a move that has received scant public attention, the SEC this month put into place changes that could harm investors.
Positioning ETF strategy in volatile markets
Many people are scared and uncertain right now in these very turbulent markets, and advisers are taking special…
Obama must first fix a struggling economy
President-elect Barack Obama deserves congratulations — and a warning to be careful what you wish for in this life.
Act now on 529 plans
Extremely wealthy clients may see the current stock and real estate markets as a great estate-planning opportunity to…
Time is ripe to rethink ratings game
Many institutions and individuals share responsibility for the mortgage crisis and the meltdown that followed: Congress, several successive presidential administrations, top executives at Fannie Mae
Maintaining standards in unusual times
By now, even the most ardent advocates of asset allocation have to be asking themselves whether they should just go to cash and wait for saner times.
For now, no more stimulus
Congress is likely to debate another economic-stimulus package soon after it returns to Washington from campaigning for the election, unless the economy shows signs of turning around.
Kudos to the tax writers
The government rescue plan inevitably will produce many villains.
