by
Eric J. Coffill
Changing one’s state of residency/domicile for state income tax purposes can be complex under the law.
by
Tyler Cowen
The U.S. should develop a system to verify vaccinations but not necessarily use it.
by
John Authers
Stocks are more concerned about a rise in yields, though a repeat of the taper tantrum looks to have been avoided.
by
Matt Levine
Also GameStop, corporate Bitcoins and gift-card taxation.
by
Bryce Sanders
Use this analogy to help clients understand the value of professional advice.
by
Bray Creech
For more than 50 years, Sylvia Porter was a financial columnist who dispensed middle-class investment advice.
by
Robert Laura
A number of trends are unfolding that will continue to shape our society, the economy and businesses of the future.
by
Jud Mackrill
Demonstrating your value to your current clients builds trust with them.
by
Jay Charles
Technology platforms are providing financial professionals a turnkey, out-of-the-box annuities solution.
by
Peter R. Orszag
It’s dangerous to allow the spending debate to prioritize the federal deficit.
by
Bryce Sanders
You also want to learn how you were discovered when a new client comes to you.
by
David Baker
Some states allow certain limited guardianship estate planning at common law.
by
Glenn Newman
You can change residency and, if the proper steps are taken, do it successfully.
by
Ryan Shanks
Many advisors want to ensure that firms they’re looking to join are not simply using diversity as a recruitment tool.
by
Caroline McKay
There are several wealth transfer strategies that can be considered by those wanting to make gifts.
by
Reshma Ghouri
The timing and amount of federal aid will determine the level of tax increases that will be enacted by the state.
by
Peter R. Orszag
New estimates of life expectancy expose worrisome health trends in the U.S.
by
Jack Sharry
The long-awaited baby boom retirement wave is now officially underway.
