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Bonds from California have returned 2.47% this year, about half a percentage point more than the overall muni market, according to S&P Dow Jones Indices.

Clients with net worth skewed to one stock may need tax-efficient ways to diversify.

Selling assets that are over allocation may generate unwelcome tax.

Lawmakers have yet to agree on how to curb the increase in Medicare premiums next year that will affect 30% of the 52 million seniors enrolled in Part B; Plus, how clients can avoid outliving their cash.

Keeping trusts a secret from the people who will one day benefit from them is a way to preserve and manage wealth.

An advisor who had been at Merrill Lynch for 20 years left the wirehouse to join UBS.

The best way clients can take IRA withdrawals. Plus: ways to kick start your client's tax free retirement savings, and what you need to know about form 1099-C.

Treat their tax liabilities as expenses, and plan accordingly.

An advisor who moved to a wirehouse from a boutique offers guidance on finding a firm that will offer greater job satisfaction and also benefit clients.

If you take only one message from a rather tumultuous 2015, you might want to consider this: Build your practice with a firm where retail wealth management is a core business.