Maureen Nevin Duffy

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Higher Individual Taxes On Horizon, Economists Warn

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While consumers can expect corporate tax dodges—tax inversions—to continue, individual tax rates are on track to climb, economists participating in Prudential Annuities' Power Hour webinar warned...

S&P Analyst: Here's How To Build A No Drama, Low-Cost Total Return Fund

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An S&P research director says advisors and RIAs can implement an ETF strategy that replicates Bill Gross's prize Total Return fund without the manager risk or higher active expense rates.

Top Cars For Clients Worried About Their Teenage Drivers

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For clients who are looking for advice on what cars to buy for their kids, these used, mid-sized cars are rated the safest for teenage drivers.

New Services Help Value Infrequently Traded Muni Bonds

by Maureen Nevin Duffy

Financial advisors will get a clearer picture about pricing data of munis.

Advisors Vexed On Annuities’ Fiduciary Risk

by Maureen Nevin Duffy

The need for annuities is there, but do advisors want to step into the breach?

Muni Bonds Pose Questions For Advisors

by Maureen Nevin Duffy

Risk, regulations and choices are evolving for this once-simple investment class.

Schroders Exec: EM Equities Under Control Amid Crimea Crisis

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Despite the Russian incursion into the Crimea, Schroders is holding on to its emerging market positions.

More Complexity, More Delays

by Maureen Nevin Duffy

Buying or refinancing a home can become an exercise in frustration.

Taxes On Outsized Mutual Fund Gains Test Advisor Strategies

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Mutual funds are reporting capital gains distributions that are at their highest levels since 2008. Two advisors describe how they try to minimize the tax bite for clients.

The March To 529s

by Maureen Nevin Duffy

Lower costs are attracting more cash to 529 plans, but more of the money is coming direct from consumers.

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