Tax strategies

Helping clients navigate the complexities of tax reform is even more of a priority.

Clients approaching or already in retirement should be a risk manager who focuses on risk tolerance.

The longest bull run in American history makes this environment an opportune one to cash out equity positions.

Computer algorithms could increase portfolio returns by whole percentage points.

Owning a horse can be a longer and bigger financial commitment than other pets (or raising kids).

The active versus passive debate rages on — but one fund type wins when it comes to tax-loss harvesting.

Why these are more inviting under the new tax law.

Clients preparing for a life-altering event — such as marriage, divorce or a new baby — are advised to start getting their paperwork in order.

IRS rules allow clients in certain circumstances to tap their retirement accounts before the age of 59 1/2 without a 10% penalty. But this still should be considered a last resort, an expert says.