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
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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 -
From coffee to mind-altering drugs, the actively managed funds can have very niche focuses — and wildly varying returns.
February 10 -
R. David Yost and his soon-to-be-former son-in-law are slugging it out in court over allegations of tax evasion.
February 8 -
Here are four core moves that advisors are considering right now for clients as they gear up to file their federal tax returns.
February 1 -
Schwab’s new compensation study has some surprises, including where independent advisory firms are hunting for talent and what awarding stock options does for a firm.
February 1 -
Often-obscure factors affect the returns of individual funds that mirror similar indexes. Here's what you need to know.
January 31 -
The firm “has barely scratched the surface” of selling its technology to independent financial advisors and brokers.
January 27 -
Gift tax returns and the wealth transfer strategies they reflect don’t face the same IRS logjams as individual returns.
January 24 -
The ETF industry is bringing a surprising twist to hands-off, passive investing.
January 24 -
Actively-managed funds that are flooding the market put a complicated twist on low-cost passive investing.
January 17 -
Active ETFs are blurring the line between passive and active investing, a new Cerulli report shows.
January 16
