The Latest

Tobias Barker is the chief medical officer of Everside Health.

Brain Gifford is the director of research and analytics at the Integrated Benefits Institute as well as president of the Center for Workforce Health and Performance.

Dr. Arthur Leibowitz is the Chief Medical Officer and Founder at Health Advocate.

Everything from corporate earnings and inflation expectations to valuation gaps suggest the market rotation has only just begun.

With the passage of so much tax legislation over the past several years, there is tremendous opportunity for savings and planning.

David Fabian is the managing director of MS Consultants LLC, a company dedicated to helping clients identify tax savings opportunities on property investments through cost segregation studies and more. Learn more at http://www.costsegs.com/.

The changes mark a new phase in the tug-of-war between the structures.

Advisors are urging clients to make tax-planning moves this year to preserve the preferential capital gains rate and turbocharge business deductions.

Advisors can use Digital Wealth Overview to send an automatically-produced animation that gives a comprehensive look at financial accounts.

Paul Marcantonio is executive director of UK & Western Europe at Ecommpay.