“Of late, there has been a historic sell-off in munis and the opportunity there may prove even greater in the future,” according to Coastal Bridge Advisors’ Jim Pratt-Heaney.

ETF Insider for August 11, 2022

Direct indexing can be great for large accounts with complicated tax situations. But if a client is just looking for a portfolio that is generally tax-aware, ETF model portfolios can often fill that niche, according to a new analysis by Morningstar.

Advisors share the common wealth transfer mistakes families make.

None of the previously proposed tax increases aimed at the richest people in the country made it into the package passed in the Senate on Sunday.

The bill passed in the Senate on Sunday would increase the agency’s funding by $79 billion over the next decade, with more than half going toward enforcement.

Republicans claim that the 1% excise tax on stock buybacks would harm 60 million 401(k) savers.

Edward Jones financial advisor Jesse Abercrombie says an "advance plan" is necessary.

“While working families pay taxes on each and every paycheck or pension payment, the ultrawealthy can make hundreds of millions of tax-free dollars a year,” according to Rep. Steve Cohen, Bloomberg reports.

One widow had to pay back the entire $464,000 she claimed as a deduction because she failed to get a letter from the museum that received her gift of jewelry and artifacts.