Practice

Nobody at the firm today owns more of its stock than Greg Palm.

The tax increases stem from lawmakers' failure to index the taxation on inflation, according to one expert.

This analysis may help calm jittery clients when their portfolios take a sharp downturn.

Clients who intend to file as soon as they receive their W-2s are advised to start gathering their documents.

Taking these steps can help clients insulate themselves from some of the market volatility that we've been experiencing recently, says one expert.

When trying to predict and plan for Alzheimer’s, diabetes and other genetic diseases, certain tests seem attractive. Are they worth the time and money?

There are no “alternative facts” in the law, just truth, opinion and lies. Two you can’t sue for. And the third? Well, brokerages are very careful with their words.

Planners appear to be breaking away from the AUM fee structure.

The planner is among the brightest minds in the financial planning profession, but his endorsement of the organization's certification standards is "decidedly enigmatic."

Flat fees may not be as profitable or scalable, but they have significant benefits.