Eric Reiner

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I Bonds Offer Cash Play As Yields Top 8.5% Over Next Year

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Advisors say the bonds now offer a good deal for clients looking for short- and mediam-term yields.

The Worst Insurance Mistakes Business Owners Make

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Some unfortunate entrepreneurs lose their businesses because they seek out cheap policies with the least amount of information.

2021 Year-End Tax Strategies

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Advisors are working with clients to cut taxes this year and beyond.

The Biggest Tax Mistakes Business Owners Make

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Financial advisors can point entrepreneurial clients in the right direction.

How Tax-Savvy Advisors Can Help Clients During Market Downdrafts

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Slumping equity markets aren’t fun, but shrewd accounting moves can turn losses into positives.

On The Acquisition Trail

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Greg Friedman grew Private Ocean in 2018 by buying two RIAs, and more acquisitions may be coming.

Lessons To Be Learned From Trump Tax Shenanigans, Advisors Say

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The Trump patriarch was involved in a mix of good and questionable tax planning, advisors say.

Oil-Price Shocks Have Delayed Reaction On Stock Prices, Researchers Say

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Investors do not immediately account for the impact of commodities prices on corporate earnings.

Tax Reform Slams HNW Clients On Real Estate

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Some deductions are going bye-bye.

Estate Tax Repeal Could Reshape Clients’ Plans

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A Trump administration plan could change the face of estate planning and products.

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