A range of economic, political, personal, and other uncertainties can lead to clients having deep-seated fears about doing any one thing.
Most fiduciaries breach a fiduciary duty simply because they ignore or neglect to follow the stated legal requirements for uncompensated risk management.
A stock protection fund may be helpful to some investors.
Tax-loss harvesting offers the potential for significantly increased after-tax returns.
This column offers some of the most common techniques to help save for college.
Identifying qualified dividends and helping taxpayers meet the requirements for qualified dividend status are valuable client services.
Without a tax professional’s being actively involved in planning, the benefits of tax-aware management are unlikely to be achieved.