Many widowed clients assume that they have lost the ability to use the full $500,000 exclusion upon the sale of their jointly owned home, but there are two ways to protect them from realizing all gains above their remaining exclusion.
Catching up with the times.
How investors can change their behavior and avoid costly portfolio mistakes.
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Value investing, emerging markets, and preferred stocks.
Though there are now over 1,900 exchange-traded products to choose from, most of us could build a perfectly suitable, low-cost portfolio selecting a small handful of the 100 largest.
These Gold-rated funds have Morningstar Sustainability Ratings of High despite not explicitly trying to do so.
The threat of rising rates caused a brief sell-off in municipal bond CEFs in May. Plus, muni CEFs aren't as expensive as they look.
Investor demographics are slowly turning in favor of the pairing of impact-oriented strategies and the exchange-traded fund chassis, and investors' need for relevant analytics is growing as a result.
What factors lead to better investment timing?
Workers think of refunds as a license to spend.
Periodically reviewing wills, power of attorney, and other estate-planning documents goes a long way toward protecting your older clients.