September 09, 2010 In lead-up to Election Day, President chides Republicans for blocking help for middle class....
September 09, 2010 But New York is planning a bill to require coverage for infestation....
September 08, 2010 Costs to taxpayers over 10 years estimated at $30 billion....
September 07, 2010 A primary goal for many wealthy clients....
September 01, 2010 Some outsourced, third-party functions are overlooked....
September 01, 2010 Women carry nearly half the coverage as men, study finds....
September 01, 2010 Investors risk serious losses for holding periods longer than a day or two....
August 31, 2010 Some insurance policies exclude losses under the Jones Act, more formally known as the Merchant Marine Act of 1920.
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August 27, 2010 Is a Roth conversion in your client’s best interest—or is it a roll of the dice?...
August 27, 2010 New benchmark is designed to manage investment risk....
August 24, 2010 Existing-home sales dropped sharply in July to historic lows after the home buyer tax credit expired, but home prices continued to gain, the National Association of Realtors (NAR) reported Tuesday, August 24....
August 24, 2010 As many parents dip into retirement savings to pay for their children’s college educations, the parents who work with a financial advisor are saving more for college costs, Fidelity Investments reported in a study released Tuesday, August 24....
August 16, 2010 Attacks on cruising yachts are on the rise. ...
August 15, 2010 According to a white paper released by RidgeWorth Investments, the high-grade municipal bond market still offered attractive opportunities for investors, even though the market was dramatically different from last year....
August 12, 2010 Investors continue to shun U.S. stocks and are increasingly putting their money into funds that feature bonds, commodities, and alternative investments, according to the latest research from Morningstar....
August 09, 2010 The Boards of Trustees for Social Security and Medicare released their annual financial status reports on the two programs...
August 09, 2010 Freddie Mac reported a net loss attributable to common stockholders of $6.0 billion, or $1.85 per diluted common share, for the second quarter of 2010, compared to a net loss attributable to common stockholders of $8.0 billion....
August 09, 2010 A survey of private equity executives released by Eisner LLP on Friday, August 6, suggests that market activity is improving. ...
August 05, 2010 Merrill Lynch Wealth Management assembled a panel of experts for a Webcast on Monday, July 19, to discuss why they believe taxes will rise, what form these increases are likely to take and how higher rates may affect taxpayers....
August 04, 2010 Lowering yacht-related expenses while maintaining a valuable investment....
August 02, 2010 Despite remaining in the black during the economic downturn, Principal Financial Group, Inc. reported disappointing second quarter earnings on Monday, August 2. ...
July 26, 2010 BP will discuss plans on Monday, sources say....
July 26, 2010 The group United for a Fair Economy (UFE) held a press conference call on Wednesday, July 21, seeking the return of a robust estate tax. ...
July 26, 2010 Advisors surveyed in a poll released July 21 by the Fidelity Charitable Gift Fund expected clients’ taxes to rise, and fully one quarter (26%) said they also expected clients to raise their level of charitable giving to offset the increase....
July 19, 2010 Senators Blanche Lincoln (D-Arkansas) and Jon Kyl (R-Arizona) introduced July 14 a proposal to permanently reform the federal estate tax. ...
July 16, 2010 Discussion begins on what to do with expiring Bush-era tax cuts....
July 16, 2010 Goss lays out to Senate panel the impact on Social Security system of more retirees working....
July 08, 2010 The global economy is recovering faster than expected but Europe's debt crisis might stall the rebound and governments need to shore up shaky public confidence, the International Monetary Fund said Thursday, July 8....
July 07, 2010 The National Association of Personal Financial Advisors (NAPFA) has elected two new members to its national board to help guide the professional association for fee-only advisors over the next three years, NAPFA announced Wednesday, July 7....
July 01, 2010 Congressional panel continues to investigate financial meltdown in 2008...
June 16, 2010 Advisors expect higher taxes and regulations to change their way of doing business....
June 15, 2010 With increases looming, wealth managers need to help clients be aware and plan for the inevitable....
June 14, 2010 All aspects of consumers’ financial picture are ‘concerning.’...
June 04, 2010 Financial advisors are buzzing about the SEC’s announcement of its $30 million fraud case against New York-based “advisor to the stars” Kenneth Starr, and a lot of what they’re saying goes to the heart of current issues....
June 01, 2010 In global survey of the wealthy, a focus on risk and wealth preservation...
June 01, 2010 Bill addresses DB funding relief, 401(k) fee disclosure, carried interest loophole ...
May 27, 2010 New Home Sales for April Posted Surprisingly Strong 14.8% Increase vs. March...
May 26, 2010 Thirteen cities of 20 down in March; low mortgage rates and tax credit can’t overcome market weakness....
May 24, 2010 5.77 million homes sold this April versus 4.70 million a year ago...
May 24, 2010 If Keith Martin’s view of historical trends is correct, then the worldwide economic crisis may soon be coming to an end....
May 20, 2010 CPI dropped 0.1% in April, Labor Department says...
May 19, 2010 New home permits drop, Commerce Department report says...
May 18, 2010 Credit designed to encourage small employers to offer health insurance coverage for the first time or maintain coverage they already have...
May 17, 2010 Fannie Mae has much more to lose, equaling heavy taxpayer liability...
May 11, 2010 It turns out the ‘tsunami’ of Roth IRA conversions was little more than a ripple...
May 11, 2010 Vintage cars need a specialty touch....
May 04, 2010 Ann Ficke won’t contribute to her IRA this year, even though she did last year....
April 29, 2010 Congress announced hearings into the potential impact the monetary crisis in Greece will have on markets in the U.S. and abroad. ...
April 27, 2010 Former head of Goldman’s mortgage department says firm did nothing ‘inappropriate’...
April 20, 2010 While the high yields are attractive for some investors, it is essential to understand all of the risks behind the high yields of reverse convertibles. Enter with eyes wide open. ...
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