Portfolio

If avoiding taxes just attracts the IRS, it defeats the purpose.

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.

Female planners can gain an edge in their practice by creating an environment more inviting to clients.

When performing due diligence, retirement plan fiduciaries must be aware of new SEC rules for the money market funds included in their 401(k) investment lineups.

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.