Financial Advisor Center

Dow, S&P 500 and Nasdaq Close Out 2016 With Strong Gains

By Valerie Young | 01/01/17 - 2:20 PM EST
Stocks closed lower on the final trading day of 2016, but all three indices close the year with gains.

Practice Management

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10 Things We Learned From Our Daily Facebook Show With Jim Cramer
By Scott Gamm | 04/17/17 - 8:31 AM EDT
A few important takeaways from our daily Facebook show with Jim Cramer.
Anthony Scaramucci Is Still Auditioning for a White House Role
Anthony Scaramucci still wants a job in the Trump administration, even though he doesn't know what it is. And his every word is designed to telegraph that to Washington.
The Coming Culture Wars in the Trump Era: Frugality vs. Consumption
Experts predict a frugality backlash as more consumers take a stand against conspicuous consumption.
Andrew Puzder Is Not the Man for a Department in Need of New Ideas
The Department of Labor needs to work on its relationship with employers. Unfortunately, Andrew Puzder is not the man for the job.
Deloitte, Billie Jean King Team Up for Major Millennial Workforce Study
As millennials are now the majority of the workforce, over half are already ascending into management and transforming the way companies transact business.

Wealth Management

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10 Things We Learned From Our Daily Facebook Show With Jim Cramer
By Scott Gamm | 04/17/17 - 8:31 AM EDT
A few important takeaways from our daily Facebook show with Jim Cramer.
Why You Need to Be Careful of Tax-Related Identity Theft
41 million adults have had their identities stolen in the U.S. And the personal information on your tax returns leaves you particularly vulnerable to identity theft.
Last-Minute Tax Extension Filing Tips
Did you request a six-month extension to file your tax return back in April? It's time to get down to business.
5 Last-Minute Tax Considerations People Forget About
The tax deadline approacheth. Don't be a bozo and forget about these things.
How Financial Advisors Justify Their Passive Investment Strategy to Clients
A growing number of financial advisors have switched their strategy to one where they take on a more passive role, but are still charging the same fees.