Wealth Think

There is an extra wrinkle of complexity this year as the 2001 and 2003 Bush tax cuts are set to expire at the end of the year. Many members of Congress have expressed support for extending these tax cuts to some, if not all, taxpayers either temporarily or permanently. Without Congressional action, tax rates will rise to as high as 39.6% on ordinary income and 20% on capital gains.

The Republicans rule the House now and all signs show that they can’t wait to make their mark on financial regulatory reform—if they can.

It sounds like the name of an honored Transatlantic ship, but this time the QE2 stands for the Federal Reserve Board’s second attempt at an economic stimulus with the name Quantitative Easing. Will this new round help keep the economy afloat and chugging toward an expansion?

Fund will buy the stocks of companies that make much of our modern high-tech lives possible.

These days, your reputation can be boosted or destroyed in just 140 characters.

Nick Georgis, a vice president at Charles Schwab, hosted a panel of four award winners from past and present to share their best practices to one of the most well attended sessions of the entire Schwab conference.

“Referrals are a transfer of trust” said Julie Littlechild, President of Advisor Impact. She added, “They are an expression of everything you do with your clients.”

Memories of the market's collapse haunt advisors as they reposition their businesses for future growth.

As an advisor, strong communication skills can help build your business, especially if you tune into a client's communication style.

Most advisors segment their clients books, but few do so systematically, according to a Schwab practice management expert.