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As boomers retire and relocate, these tax-deferred deals offer a sweet way to offload real estate investments.
December 1 -
Funding a 529 plan for a grandchild can offer estate-tax benefits for wealthy clients - plus feel-good rewards.
December 1 -
Sure, investors still feel nervous, companies are hesitating to spend cash, and all attention is on fixed income and bond funds. But Neil Hennessy of Hennessy Funds insists equity mutual funds are the way to go.
November 30 -
My favorite lobbying move of the year came in early May, in, of course, Washington, D.C.
November 30 -
2012 has been a good year for John Hancock Funds.
November 30 -
Hurricane Sandy disrupted financial markets in a way not seen since 1888, when a blizzard dumped 40 to 50 inches of snow across the tri-state area, forcing the New York Stock Exchange to close for two days that March
November 30 -
Rep. Barney Frank, D-Mass. has introduced a bill that would merge the Securities and Exchange Commission and the Commodity Futures Trading Commission to form the Securities Derivatives Commission.
November 30 -
Three out of four global investors expect President Barack Obama and congressional leaders to reach a short-term agreement to avert more than $600 billion in spending cuts and tax increases scheduled to begin on Jan. 1.
November 30 -
President Obamas top economic adviser challenged Republican congressional leaders to put an offer on the table in fiscal-cliff talks and defended Obamas debt-reduction proposals as concrete and detailed.
November 30 -
John Hancock Funds has had a solid 2012, but it's not about to let the good times stop rolling
November 30