Taylor Swift and Travis Kelce have been making headlines about their high-wattage celebrity engagement. Swift’s “Your…
Tag: Tax planning
Student-athletes with NIL deals need help from advisors
The financial landscape has changed drastically for college athletes, and Arch Manning is the poster boy…
Wall Street’s dividend tax dodge arrives in fixed-income ETFs
A pair of new bond exchange-traded funds is making it easier than ever for investors to…
Tax-smart portfolio management of concentrated investments
A client walks into an advisor’s office with a portfolio assembled over a period of years…
How financial advisors can help clients move abroad
Maybe they’re inspired by the prospect of a lower cost of living and healthcare. If they…
Why direct indexing is gaining ground with some advisors
On one end of the spectrum is passive investing; on the other, active. And somewhere in…
New Roundhill ETF to track S&P 500 performance, avoid tax esposure
Wall Street’s latest tax dodge doesn’t hide in the Cayman Islands or rely on complex derivatives.…
What’s in the Trump tax bill that just passed the Senate
President Donald Trump’s multitrillion-dollar tax and spending package moved closer to reality after it passed the…
Edward Jones gains tax expertise for UMAs with Natixis deal
In the past, when Edward Jones advisors wanted to know how selling stock in clients’ accounts…
Senate passes Trump tax bill
The Senate narrowly approved President Trump’s tax bill Tuesday after Vice President JD Vance cast a…
Wall Street rush to launch Vanguard-style funds draws warnings
Exchange-traded funds have amassed trillions of dollars by offering investors greater tax efficiency, liquidity and lower…
Direct indexing keep clients invested in volatile markets
“Everyone has a plan until they get punched in the face.” — Mike Tyson Advisors are…
Here are the winners and losers in the Republican tax bill
Wealthy Americans and business investors are among the big winners in House Republicans’ draft tax legislation…
Financial advisors are torn over this RMD tax strategy
Required minimum distributions can be a touchy subject for retirees and their financial advisors, requiring them…