The software billionaire's father is spearheading an initiative to impose a state tax on Washington's wealthy
Investors should plan now for when and how financial decisions should be made if they become impaired, says investment strategist and professor Andrew Lo.
Under current law, the Medicare payroll tax applies only to wages.
Embedded capital losses, which represent a combination of realized and unrealized losses, offer a rare opportunity for mutual fund investors in taxable accounts.
17 of Fortune 100 companies provide death benefits for heirs of top execs. Omnicom stockowners are just the latest to vote down a 'pay-for-no-pulse' proposal
Financial services company with troubled past changes corporate name; 'new beginning'
Natalie Choate, a retirement planning expert with Nutter McClennen & Fish LLP, talks with Morningstar's Christine Benz at the InvestmentNews Retirement Income Summit about four factors that favor conversion, and includes some pitfalls to avoid when doing and IRA conversion.
Elder Care issues can create one of the most stressful situations of your clients' lives.
Although some financial advisers are always thinking of ways to go above and beyond to provide extra services to clients, Paul Baumbach sticks to managing his clients' investments.
The months and weeks leading up to the end of the year could see more than the usual turmoil in the stock market as investors, guided by their financial planners and investment advisers, adjust their portfolios ahead of
Target date funds are marketed as age-appropriate diversified portfolios and promoted as sophisticated, easy-to-use funds.
Proposed regulations that would limit the way that financial advisers are compensated for working with retirement plans are forcing broker-dealers to reconsider how their -representatives sell and advise retirement plans.
Andrew Lo, a professor of finance at Massachusetts Institute of Technology, says it's normal for clients who suffered huge losses to continue to have difficulties making logical decisions
Discussing long-term health care insurance is difficult but necessary
Annuity advoacy organization also wants the government to make it easier for plan sponsors to offer the investments to employees
The value of Warren Buffett's options to buy Goldman Sachs Group Inc. shares dropped by $950 million after regulators sued the bank for misleading clients on the sale of securities tied to the subprime mortgage market.
Uncle Sam — specifically the Internal Revenue Service — wants your clients' money.
Fixed-annuity sales are about to receive a new layer of supervision from state regulators.
Previously, the suitability rule imposed an obligation on insurers only with respect to variable annuities. Now it includes variable annuities as well.
