Lynnley is a business journalist who previously worked for Bloomberg, The New York Times, Newsweek and The Boston Globe. She spent seven years in the 1990s in Russia, where she covered energy and commodities for Reuters in Moscow. A graduate of Princeton University, she is fluent in Russian. In a recent cover story, she examined how some
-
While the chances of scrutiny are relatively low, these issues can put a wealthy taxpayer on the agency’s radar.
April 21 -
Even if they dislike digital assets, wealth planners have a fiduciary duty to understand their confusing and murky tax treatment.
April 11 -
The highest consumer prices in 40 years have prompted advisors to seek out safe harbors for their clients.
April 6 -
Biden’s 2023 budget could be DOA, but advisors still have to shepherd clients tired of yet another round of talk about tax increases.
April 3 -
Ending tax-free wealth transfers through the longstanding step-up in basis loophole is among the proposals.
March 29 -
Valuations are growing, but not as quickly. Brand is key. Size matters.
March 28 -
The $2.6 billion Miami firm is the largest independent advisor yet to take advantage of the U.S. territory’s incentives.
March 27 -
Affluent investors who have maxed out their retirement plan contributions hold target date funds in taxable brokerage accounts.
March 17 -
The bull market has made many wealthy clients overweight in single stocks. Here’s what they can do to diversify their retirement nest eggs and cut taxes.
March 15 -
A law firm’s analysis of what the self regulator is doing to rein in bad brokerages and advisors marshalls data not easily found.
March 8 -
The mortgage interest deduction is capped, but the investment interest expense deduction isn’t.
March 7 -
A judge’s decision puts new pressure on the brokerage industry watchdog and the SEC.
March 3 -
From ultrarich to moderately wealthy, investors looking for outsized gains are being told to buy into the professional funds. There are risks.
March 1 -
The grandsons lost a bid to force Beverley Schottenstein to negotiate a FINRA award in her favor.
February 28 -
Here's what wealthy investors and their advisors need to know.
February 27 -
Large pockets of the financial planning and wealth management industries have gone back to “business as usual” post-George Floyd.
February 23 -
It's counterintuitive, but basic short selling can boost the after-tax return on an entire retirement portfolio.
February 22 -
Where you should work. How you should serve HNW clients. Cerulli’s latest report tells you six trends that are top of mind in the industry.
February 21 -
Lawmakers want annuities in Americans’ retirement plans in reintroduced legislation.
February 16 -
Rich investors with sizable business losses are caught in pandemic tax hell amid IRS delays.
February 15
Load More