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The firm says clients can achieve similar risk-return exposures and long-term returns with a well-diversified portfolio.
January 8 -
With the number of U.S. indexes far outstripping stocks, anxiety is mounting over whether the funds artificially inflate share prices, fueling bubbles.
October 26 -
Certain clients may consider donating directly from their IRAs.
October 2 -
The effective tax rate on qualified dividends for those in the highest income tax bracket fell.
September 25Plante Moran -
But the benefits are not evenly distributed among taxpayers.
September 20Shidler College of Business, University of Hawaii at Manoa -
A settlement with Massachusetts regulators resolved a nontraded REIT case, but NPH’s terminations from FINRA and a handful of states are still pending.
September 10 -
Many investors remember that the S&P 500 lost 39% in 2008, but few recall that the 10-year government bond gained 21% that year.
August 29Westwood Wealth Management -
These property tax deferral programs are available to older homeowners who want to postpone real estate taxes provided they remain living in their home.
August 28 -
Thanks to the latest tax laws, real estate investment trusts are more attractive for taxable accounts than in past years.
August 20Plante Moran -
Expected to raise $1 billion, the listing could encourage new offerings from many of the country’s cash-starved property firms.
July 26