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Think Advisor
1 天
Top 15 Value-Creating Funds: Morningstar
See the gallery for the 15 funds that created the most value over the past decade. All are large, well-established names, and ...
Think Advisor
3 天
9 Ways Museums Can Help You Meet the Wealthy
For a look at nine reasons getting involved with a museum can be useful as well as fun, see the gallery accompanying this ...
Think Advisor
3 天
12 Best States for Retirement: 2025
See the gallery for the 12 best states for retirement in 2025, according to WalletHub.
Think Advisor
6 天
10 House GOP Health Program and Tax Change Ideas
The Ways and Means list: The new Ways and Means list resembles compilations of cost-reduction ideas prepared regularly by the ...
Think Advisor
7 天
10 Steps to Get a Prospect to Commit
Some advisors don’t follow up. They either assume the prospect is not interested or they intend to follow up, but forget. Don ...
Think Advisor
6 天
10 Good Stocks Under $10 a Share: Morningstar
These caveats aside, Morningstar analysts have come up with a group of stocks for investors interested in buying low-priced ...
Think Advisor
6 天
Judge Dismisses Hollywood Managers’ Suit Against Goldman, Focus Financial
The managers claimed Goldman misled them about Focus’ $7 billion acquisition, spoiling their own efforts to be acquired.
Think Advisor
7 天
14 Tax Changes Republicans Could Make in 2025
Lawmakers are floating options like repealing interest deductions for student loans, mortgages and muni bonds.
Think Advisor
9 天
7 Need-to-Know Details About Tax-Exempt Gifting
For many clients, the more relevant planning opportunity to consider in any given year is annual exclusion gifting — and ...
Think Advisor
9 天
SEC Launches Crypto Task Force
The SEC, now helmed by Acting Chair Mark Uyeda, said the task force will be dedicated to coming up with a “comprehensive and ...
Think Advisor
8 天
Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
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