Andrew Shilling

Standout firms and individuals were awarded by NICSA their efforts in transforming industry operations.

The crash of 2008 was intense but, in hindsight, short-lived. Market gains began a few months afterward and have continued with few exceptions.

Certain clients may consider donating directly from their IRAs.

The IRS estimates alternative minimum tax filings will decrease to 1 million from 10 million as a result of the law.

One way to avoid the additional burden is to take advantage of tax-deferred retirement accounts.

The expense ratios for these funds were closer to that of the average actively managed equity mutual fund.

Clients preparing for a life-altering event — such as marriage, divorce or a new baby — are advised to start getting their paperwork in order.

Fees were nearly half the price of the top-performing active funds.

Wealthy families can enjoy a $2,000-per-child break with the expansion of the child tax