In a joint letter, 42 leading corporations, including Amazon, Goldman Sachs and Google, call on the new administration to enact ambitious climate policies.
The pandemic has been a much-needed wake-up call. Take the time now to apply a financial "stress test" to your retirement game plan.
Senate Majority Leader Mitch McConnell rejected a $908 billion proposal that would've offered more emergency aid to small businesses.
Whether you received some crypto this year or you decided to finally cash in your Bitcoin while it's high, you'll have to tell Uncle Sam next spring.
As he started to think about plans for his advisory firm in 2021, Dennis Morton of Morton Brown Family Wealth wrote down five lessons he learned this year.
While the need for assistance is tremendous amid the pandemic, it's important to do your due diligence before writing a check.
Some taxpayers are just now receiving a scary letter from the IRS: a warning the federal taxman will seize their state income tax refund. Here's what to do.
Financial advisors, active asset owners and investment managers deploy shareholder advocacy to make corporations notice and respond to shareholder concerns.
Women will control around $30 trillion by the end of the decade, and financial services firms must commit and adapt to find ways to better meet their needs.
Whether you have meager or massive assets, it's worth addressing what would happen to everything you own if you were no longer here.
Working remotely from different states? You could face new tax obligations next year.
Financial advisors commit investment fraud every year. Here are the red flags consumers should watch for before and during engagement with a money manager.
We still don't know whether taxes will rise next year, but one thing's for sure: You can still act now to lower your 2020 tax bill.
Got a flexible spending account? You're running out of time to use your funds.
A financial advisor is not just someone who helps with investments. Quite often, the role is to assist with every aspect of the client's financial life.
Don't get wrapped up in the holidays just yet. You're running out of time to reduce this year's tax bill. Where to start.
Whether you're swapping, selling or receiving crypto this year, the IRS will want to know about it.
Seven states established a workaround for business owners facing a $10,000 cap on state and local tax deductions. The IRS has signaled it would greenlight it.
Executed through direct investing platforms, impact investing addresses problems such as alleviating poverty in certain communities or reducing pollution.
It's November, and that means mutual funds are starting to send out their expected capital gains distributions for the year. How to prepare for the tax bill.
Here are some situations and rules that may make you pause before embarking on a rollover from your workplace plan to an IRA.
The big threat to retirees' hard-earned savings isn't market volatility. It's fraudsters making off with their data and their cash.
Investing sustainably is a personal experience, and there are multiple strategies under the umbrella. Here's how advisors help clients find the right fits.
Whether President-elect Joe Biden's tax plan moves forward will depend on the outcome of two Senate runoff races. Here's what could happen.
The pandemic changed how advisors and their clients do business — to online. Advisors must dedicate time and resources to effectively make this strategy shift.
Financial advisors say it's a delicate subject that deserves consideration, regardless of whether you decide to share just the basics or more detailed information.
The IRS rolled out special rules for flexible spending accounts earlier this year. What you need to know.
The first half of 2020 reportedly saw a record $20.9 billion flow into sustainable funds. It has grown into a complex landscape with sometimes confusing and overlapping terminology. Here's a look...
Working remotely from a beach in the Caribbean sounds heavenly, but make sure you understand what this means for your taxes before you go.
Set aside your Election Day anxiety and focus on what you can still control: your 2020 tax bill.