FINANCIAL PLANNING/WEALTH MANAGEMENT

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Financial Trade Groups Balk At Biden's 'Junk Fees' Language

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Two groups say the new DOL fiduciary proposal will rob small investors of retirement services.

IRS Promises A Sharper Look At Pass-Through Entities

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The renewed focus comes as the agency increases scrutiny of high-income individuals.

Inflation Lifts Tax Ceilings

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Different times call for different year-end tax moves.

Tax-Smart Wealth Transfer Tips For Clients In Late Old Age

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Older clients have different needs, which often include the need to help family members.

Displaying Mid-Cap Mojo

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The Virtus KAR Mid-Cap Core Fund has navigated this space with top-notch results.

Three Myths About The Bond Market

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The era of declining interest rates may have come to an end, and many investors don't seem to realize it.

Preparing Clients For The Risk Of Cognitive Decline

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Advisors often have to bring up this sensitive topic with clients.

IRS Crackdown On Wealthy Focusing On Crypto, International Holdings

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Data indicate many taxpayers are failing to report profits from crypto, the agency says.

Vanguard Launches Pair Of Muni Bond ETFs

by FA Staff

The ETFs join a $229 billion muni lineup including the $29.3 billion Vanguard Tax-Exempt Bond ETF.

What Clients Should Do When The IRS Goofs

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The agency isn't above mistakes, especially when it comes to the tax filings of the wealthy.

Gifting, Roth IRAs Figure Big In 2023 End-Of-Year Tax Moves

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The looming sunset of some 2017 tax reforms is starting to figure into tax planning.

SALT Cap Increase Becomes Bargaining Chip In House Speaker Talks

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GOP lawmakers who hold key votes are pressing to raise the cap from $10,000 to $20,000.

NYC Child Care Hits $45,000 A Year With U.S. Prices Surpassing Pre-Pandemic Levels

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Since 1990, child-care prices have risen faster than prices for essentials like housing, transportation and groceries.

Business-Owner Clients A Top Target Of IRS Auditors, Advisors Say

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The IRS is stepping up scrutiny of clients who earn income from complex business structures.

TIPS, Alts, International Securities Are Vital Today, Strategists Say

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A panel of strategists said the investing environment underscores the need for diversification.

UBS Adds 2 Philadelphia Teams With $1.7B AUM

by FA Staff

The teams were formerly affiliated with Bernstein Private Wealth Management.

Three Myths About The Bond Market

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The era of declining interest rates may have come to an end, and many investors don't seem to realize it.

Sponsored Content: Welcome To The Preeminent Financial Advisor Podcast

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The podcast from CEG Worldwide and CEG Insights will show advisors how to race up the hierarchy of success.

Every Generation Makes Money Mistakes. Here's What They Are

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Many of us are making moves in the wrong decade of life.

Tax-Smart Wealth Transfer Tips For Clients In Late Old Age

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Older clients have different needs but can often help family members.

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