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  1. Articles

    The biggest market risk right now might be trying to time this market

    Breakfast with Benjamin: The stock market is clearly shaky, but trying to time it is a fool's game.

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    Dynasty trust planning: a tax-efficient way to manage wealthy families' assets

    It is an estate-planning tool through which a parent's or grandparent's assets can continue to grow indefinitely for future generations without being subject to gift, estate or generation-skipping transfer taxes.

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    Ohio firm's secret – go where the clients are

    Ohio firm Carnegie Investment Counsel's move to the suburbs increased productivity and convenience for clients, according to Gary P. Wagner, a principal of the firm and its chief operating officer.

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    Fees v. commissions: Different tax advantages

    Advisers need to create a pricing model that best reflects the type of business they run and the services they provide.

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    Gloom overshadows Wall Street, but some economists still see a September rate hike

    Breakfast with Benjamin: Despite the mood on Wall Street getting downright gloomy, some economists still think the Fed will raise interest rates next month.

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    The Fed's quantitative easing experiment gets a failing grade

    Breakfast with Benjamin: A Fed official put some of the central bank's post-financial crisis actions under a magnifying glass and found they have done little to boost the economy.

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    Oil needs to keep falling to find its supply balance

    Breakfast with Benjamin: An expected drop in crude prices to $30 to $40 a barrel this fall might not be enough to balance global oil markets.

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    Don't wait till year-end to offer tax tips to high-net-worth clients

    Advisers should take action now and proactively suggest tax-management strategies to clients rather than waiting for them to approach you.

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    Muni bonds are poised to shine as rates move higher

    Tax-exempt category is actually benefiting from the dark cloud hanging over it.

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    Which presidential candidate is most like you

    Candidates running for U.S. president have filed personal financial disclosures with the Federal Election Commission, revealing how they earn money, invest and wind up in debt. Which candidate are you most like when it comes to your personal finances?

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    Hillary Clinton's short-sighted tax on long-term capital gains leaves advisers unimpressed

    Whatever Hillary Clinton had in mind with her multitiered, multiyear capital gains tax plan, it has left the financial advice community confused and unimpressed with the economic wit of the front-runner in the race for the 2016 Democratic presidential nomination.“That plan doesn't have a snowball's

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    Hillary Clinton's capital gains tax plan pushes rates up for highest earners

    Compared with today's two-tier system — a 43.4% top rate for assets held less than a year and 23.8% beyond that — the proposal by the Democratic presidential front-runner would create a six-rate structure for capital gains for high-income households.

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    MLPs yield headaches for advisers who bought them for income

    Top analysts in the sector see a bear market as investors pumped $10.5 billion into energy funds over the last year.

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    Package of tax breaks gains traction in Senate

    It is one of a package of tax breaks which expired at the end of the year that the Senate Finance Committee has voted to extend.

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    Portability is an area where investors need advice

    With final rules out just last month, portability is an area of tax planning in which wealthy clients need help from financial advisers.“Portability is a game-changer that has not fully seen the impact on planning,” said Dennis Belcher, a partner at McGuireWoods, at the AICPA Estate Planning