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Behzad Gohari is an attorney, entrepreneur and investor, and currently serves as managing director at The Althing Group, an advisory firm in Washington helping clients navigate the capital markets, especially in the realms of technology and real estate.
January 7
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While some tax-planning tasks can be time-sensitive, the challenge is to tackle the others that aren’t in a calculated fashion, an expert explains.
January 7
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The Secure Act was designed to expand retirement savers’ options but it has subsequently all-but-eliminated the stretch IRA for beneficiaries. It's on advisors to make clients aware of the major change.
January 7
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Sharla St. Rose is vice president of voluntary benefits at NFP Corporate Services in New York.
January 7
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The bank created a new unit that houses its Marcus online lending business and credit-card venture with Apple.
January 7
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The fund will track the performance of companies that issue shares directed to either the investing public or the company’s founders and executives.
January 7
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The advisor was charged with overbilling clients by hundreds of thousand of dollars and diverting millions from the company’s payroll to his own account.
January 7
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The changes are the firm's latest steps in a broad reorganization of its wealth management business since it hired Iqbal Khan from rival Credit Suisse.
January 7
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For starters, wage income earned by those working past their full retirement age can boost tax bills and medical insurance costs.
January 6
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