Andrew Shilling

The firm says clients can achieve similar risk-return exposures and long-term returns with a well-diversified portfolio.

Clients who intend to file as soon as they receive their W-2s are advised to start gathering their documents.

Clients intending to set up a bank account or mutual fund for their child must consider various provisions.

The Trump tax cut may have changed the calculus for some couples filing joint returns.

Even worse, those at the bottom of the pack averaged higher expense ratios.

Working parents who paid for day care, summer camp or a babysitter on the books are advised to take advantage of this break.

Health category funds dominated the list, making up for well over half of the group’s assets.

Some of the changes to rental property rules may be confusing for clients.

Donating complex assets is one option clients may consider when itemizing deductions on their 2018 returns, an expert says.

Nonprofits may experience a decline in revenue as more taxpayers are expected to opt for a standard deduction this year.