Andrew Shilling

Dividend tax rate cuts in 2003 had no impact on C- and S-corporation spending, an economist found.

Clients have a tax-saving opportunity to transfer pre-tax contributions in retirement accounts to a Roth or life insurance policy under the new law.

These expense ratios were closer to the average fund fee in 1996.

Advisors must be wary of “making permanent decisions based on a temporary law,” an expert says.

Tightening regulations and digital innovations are among the most important issues facing distribution channels, executives say.

Many sectors have rallied the past decade, but tech and health care outperformed.

A big difference in fees may not be enough to offset taxes on capital gains.

The biggest losers so far? High yield bond and large value products.

Some funds that were in the black still turned in a poor performance — it’s all relative.

Failing to monitor reinvested dividends could boost their tax bills.

A 20% gain sounds good, until you find out the category returned 30%.

Certain clients will have to take a taxable distribution from the account every year.

Passive funds attracted new cash even if their returns were negative.

Clients must still account for gains not incurred through a sale or cash distribution.

Although the rules have become more lenient, high-income clients must not be complacent.

The firm plans to expand access to its line of low-cost funds to roughly 1,800, including those from BlackRock, Schwab and SSgA.

Volatility has returned in 2018, while easy stock gains have vanished.

Salary-reduction arrangements can exclude up to $520 each month from a client’s taxable income to cover these expenses.

While some funds show low valuations, S&P and Dow both stand at post-crisis highs.

One option for the higher earning spouse is to use an IRA as payment.