Bank & Financial

Magazine articles on banks, brokerages, and credit card companies.

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Financial Planning January 1, 2005 David Stein	Shopping for Tax Rates Investors who pay taxes as soon as possible end up with more money. It does require careful tax planning and management of trading costs, but the proactive value it can add to a client's aggregate investment portfolio makes it well worth considering.
Financial Planning January 1, 2005 Rebecca McReynolds	TIC-Tac-Toe Tenancy-in-common (TIC) exchanges are a winning strategy to help clients sell highly appreciated real estate without paying tax on the capital gains.
Financial Planning January 1, 2005 Ed Slott	Exceptional Flexibility New 72(t) rulings can help your financial advisory clients tap their retirement funds early-penalty-free.
Financial Planning January 1, 2005 Kevin J. Delaere	Healthy Advice Both clients and financial advisers should consider health and medical savings accounts as a vital part of an investment plan.
Financial Planning January 1, 2005 Donald Jay Korn	Another Ride Are advisers and their clients really ready to get on the technology fund roller coaster again?
Financial Planning January 1, 2005 Janet Aschkenasy	Staggering Choices Many financial advisory clients are using bond ladders to climb beyond interest-rate risk and inflation risk--but not all ladders are created equal.
Financial Planning January 1, 2005 Paramjit Mahli	Adviser Pulse Regulations take their toll on financial advisers.
Financial Planning January 1, 2005 Abigail La Croix	5 Questions Michael R. Young, a litigation attorney and partner at New York law firm Wilkie Farr & Gallagher, shares his perspective on financial reporting and the securities industry, with particular emphasis on accounting irregularities.
Financial Planning January 1, 2005 C. Marie Swift	Practice Tips Your professional photograph is absolutely critical to the success of your financial advisory business. If your photo is more than two years old or wasn't that good to begin with, it's time to reshoot.
Financial Planning January 1, 2005 Humberto Sanchez	The Muni Market Morgan Stanley pays for violating the disclosure rule in failing to disclose to purchasers of municipal bonds that the bonds could be called prior to their maturity dates.
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