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Preparing For A Tax Law's Expiration

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With estate tax exemptions set to fall to pre-2017 levels, taxpayers and their advisors have to make some decisions.

Home Insurance At $10,000 A Year Shows California Buyers' Pain

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Prospective buyers are enduring lengthy, complex searches for a product that used to be an afterthought.

Existing-Home Sales Fall A Third Month As Prices Set A Record

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The supply of homes on the market is still well below the level seen before the pandemic.

High-Grade Company Bonds Increasingly Trade Near Junk Levels

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It's the latest sign of how Federal Reserve rate hikes aren't cooling down some markets.

How Investors Can Avoid Emotion-Driven Stock Picking And Investing

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Todd R. Walsh of Alpha Cubed Investments on how to create a successful investment plan.

10 Estate Planning Strategies To Address Sunset Of 2017 Tax Exemptions

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Exemption amounts under the Tax Cuts and Jobs Act of 2017 are set to expire, making now an essential time for individuals and families to revisit their estate plans.

IRS Sees Fraud Risk For 'Vast Majority' Of Covid Credit Claims

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The IRS's current backlog of claims sits at 1.4 million.

Is A Wealth Tax An Income Tax? Here's Why That Matters

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A majority of Supreme Court justices seems open to taxing unrealized gains. But a wealth tax would face hurdles.

Money-Market Funds See First Outflow In Two Months With Taxes Due

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Much of the decline in money-market fund assets was led by institutional funds.

At Blackstone's $339 Billion Property Arm, The Honeymoon Is Over

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The world's biggest real estate investor is moving into riskier terrain in the hunt for stellar returns.

Why David Bahnsen Asks, What Organic Growth Crisis?

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The Bahnsen Group has added John Mauldin's referral business to its fast-growing firm.

CAIS Cuts Fees, Seeking To ‘Democratize' Alternative Investments

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The alt platform is cutting fees to as low as 0.05% for feeder funds that direct investors to alternative assets.

S&P Poised To Reach 6,000 This Year Before Big Drop, Stifel Says

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Stifel's Barry Bannister thinks the index could shed a fifth of its value by mid-2026.

Pair Of Big Bets Stand To Benefit If Odds Rise For Fed Rate Cut In July

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The bets underscore momentum in the market for a cut.

Springsteen's N.J. Town Fears 'Disaster' From Kushner Housing Plan

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Kushner's proposal for 360 apartments has residents fearing for the safety of their drinking water.

New PGIM ETFs Invest In Laddered Buffer Funds To Protect Against Downside

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Its new funds allocate to buffer funds with different maturity dates.

Lawsuit Says Morgan Stanley Pays Unreasonably Low Interest On Sweep Accounts

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The class-action lawsuit claims the low rates represent a violation of fiduciary duties and Reg BI.

Number Of U.S. RIAs Soars To New Record

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Assets under management also rebounded to a record high in 2023, an IAA report said.

Hedge Fund Talent Schools Are Looking For The Perfect Trader

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Giant hedge funds are going in a radical new direction: Training schemes for in-house superstars.

No Client Request Is Out Of Bounds For This Advisor Firm

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“The unusual is now usual as advisors provide more holistic planning,” Schechter Investment Advisors' CEO says.

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