Adviser David Weinstock realized a new client was paying tax on stock-market gains that she could avoid.
The 2010 law has raised costs, but by some measures community banks are quite healthy—and in any case, low interest rates pose a bigger hit to profits, observers say.
Despite the brutal selloff, some proponents of China exchange-traded funds are steadfast.
Mutual funds designed to minimize tax burdens weren’t the best for that purpose and delivered lower returns than other types of funds from 2010 through 2014, researchers found.
The company launched a “smart-beta” index fund in September and plans additional releases in a line of ActiveBeta ETFs in coming months.
Spotlight: Currency ETFs are a way for investors to take advantage of the dollar’s strength. A quick look at two.
Mixing It Up: Rick Kahler says market volatility reinforces benefits of owning funds that don’t move in lockstep with stocks.
Saving for College: How to avoid having an end-of-year tuition payment show up in the wrong year for tax purposes, and other help.
When the agency revises its plan for retirement advisers to put clients’ interests first, here are six areas that supporters and opponents will examine.
Several Fed officials, including Chairwoman Janet Yellen, say they plan to raise rates this year, and Lawrence Summers thinks that’s a mistake.