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The effective tax rate on qualified dividends for those in the highest income tax bracket fell.
September 25
Plante Moran -
The race is one of several this cycle featuring candidates from the wealth management space.
September 18 -
Trends show people are buying homes further away from expensive cities.
September 18 -
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Lehman Brothers had collapsed. Panic, instability and a recession followed. Ten years later, the lessons from that era echo even more resoundingly.
September 11
Financial Planning -
Joel N. Burstein allegedly helped his father-in-law defraud foreign investors hoping to immigrate to the U.S.
September 7 -
The fund took in about $22 million in August.
August 30 -
House hunters and sellers have been busy in these cities this summer.
August 27 -
Many single baby boomers opt to stay put in retirement because they have no children who would advise them to move to an assisted living or continuous care community.
August 22 -
With $145 million of net inflows, the fund is on track for its best month since June 2017.
August 21 -
Thanks to the latest tax laws, real estate investment trusts are more attractive for taxable accounts than in past years.
August 20
Plante Moran -
Some cities do actually offer workers that ideal mix of affordability and short commute time if you venture just a little outside city center.
July 31 -
With stock selection pegged to 10-year Treasury sensitivity, can these ETFs work when short-term rates rise?
July 18 -
Investors have found the sector attractive again as Treasury yields dropped to 2.8% in six days.
July 10 -
Since the bottom of the housing market in 2012, home prices have increased 75% but wages have only increased 13%.
June 25 -
The Tax Court rules that creditors must have hard evidence that an obligation is uncollectable before they deduct it.
June 15 -
More than half of the country's top housing markets are considered overvalued.
June 11 -
Baby boomers are holding more mortgage debt than the retirees before them. But sometimes, that can be a smart financial strategy.
June 11
Retirement Matters -
Clients saving for retirement are advised to overweight their portfolio with small-cap value stocks and funds. Here's how.
June 7 -
The health-care program for the elderly and disabled covers about 58 million Americans.
June 5























