Portfolio

Donating complex assets is one option clients may consider when itemizing deductions on their 2018 returns, an expert says.

Be careful when giving gifts over $100 in value.

This period allows seniors to be more strategic about generating income from their portfolio and minimizing taxes.

LIMRA now predicts VA purchases to increase for the first time in six years while fixed contracts reach unprecedented levels.

“They always want to have lines in place for if markets do turn down and they get capital calls on private investments,” says Jim Steiner.

Should it be custodians? Or the clients themselves? Bob Veres picks a side.

The firm has parted ways with its CEO Alex Friedman and launched a restructuring plan.

"This multigenerational shift in wealth will reshape the wealth management landscape over the next quarter century," an expert says.

Still, time is limited. Tell clients they’d better take advantage of the current exemption before it expires.

Investors have grown cautious following October’s rout in global markets.