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Some favorite techniques used by the wealthy in recent years aren't looking so good amid higher interest rates.
September 27 -
ERC "mills" have come out of the woodwork to lure small business owners into taking a lucrative tax credit they don't qualify for. Here's what advisors need to know.
September 20 -
Investors tend to "chase yield" in tough economic times, but there's a price to that.
September 13 -
A recent study has found that the number of people who overestimate how savvy they are has grown.
September 9 -
The study, from a top NVDR executive and an IMF research economist, crunched zillions of numbers to determine the thresholds.
September 6 -
Biden's program will wipe out federal debt for millions of borrowers, freeing up cash to compound in long-term nest eggs over decades.
August 30 -
Tax cheats have found a way to sidestep a 12-year-old U.S. law designed to crack down on offshore tax evasion.
August 24 -
Most studies showing "tax alpha" through tax-loss harvesting assume investors are already rich, taxed in the highest brackets and flush with short-term capital gains.
August 23 -
Buyers and sellers are overhauling their firms by folding in accounting and newly-launched independent advisors.
August 17 -
Returning cash to shareholders stops companies from doing stupid things with their money. The new 1% levy could open the door to more buyback taxes, and more foolish spending by companies.
August 17