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Investors pulled $2.1 billion from domestic mutual funds and ETFs in the week ending July 12.
July 24 -
Energy was likely a “headwind,” analysts wrote.
July 21 -
The manager says his research into one of the natural world’s most byzantine systems has helped to better understand the financial markets.
July 20 -
The once dubbed masters of the universe have barely made money this year and once again, their returns pale next to those of cheaper index funds.
July 11 -
Stocking away income in company-sponsored plans can provide corporate executive clients tax-free compounded growth on investments.
June 16 -
Central bank rate policies are artificially driving up asset prices while creating little growth in the real economy, the Janus bond fund manager suggests.
June 8 -
Claiming the earned income tax and child tax credit may get tougher under Trump’s 2018 budget plan.
June 2 -
Harvesting losses to write off taxable gains is one strategy to address the Trump administration's plan to scrap the 3.8% net investment income surtax.
May 26 -
A 2014 law lets clients disabled before the age of 26 to save as much as $14,000 annually without facing any tax burden.
May 19 -
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If implemented, wealthy clients may consider making charitable donations and waiting until next year to realize income.
May 8 -
From health care expenses to taxes, how planners can help clients strategize.
May 5
Life Planning Partners -
Business groups looking for regulatory relief were quick to hail the Senate's confirmation of Jay Clayton, a veteran Wall Street lawyer.
May 2 -
Despite confusion over the rule's fate, ERISA attorney Fred Reish warns advisors it's likely to go into effect without significant changes.
May 2 -
Many of the president's "core principles" were similar to promises he made on the campaign trail, including a reduction to 15% in the rate for businesses.
April 28Thomson Reuters Checkpoint -
Alexander Acosta must reckon with a June 9 deadline amid a tense political debate dividing the industry.
April 27 -
The Labor Department's own rule-making process may be presenting hurdles to completely rescinding the regulation.
April 27 -
The proposal includes cuts that would benefit businesses, the middle class and certain high-earning individuals but left unanswered questions about whether the plan would be paid for, or how.
April 26 -
Bequests, endowments and other gifts demand expertise beyond traditional tax and estate help.
April 11 -
Postponement serves no purpose, because honest consideration will not change the regulation.
March 28
















