Month: May 2019

Pedestrians walk past a Dollar Tree Inc. store in Detroit, Michigan, U.S. Sean Proctor | Bloomberg | Getty Images Dollar Tree cut its full-year profit forecast on Thursday, citing costs related to store closures and freight, sending its shares down 4% in trading before the bell. The company said the forecast includes the impact of
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Shutterstock Shutterstock There are various types of financial products with different tax treatments, and Section 1256 contracts have the best overall tax advantages. Tax treatment of financial products affects investors, traders, and hedge funds. But sadly, many tax preparers overlook essential differences in tax treatment for these groups, resulting in overpayments. Education is key. It’s
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MixAll Studio | Blend Images | Getty Images Robo-advisors have made one thing abundantly clear to traditional financial advisors: Picking investments for clients is simply not enough anymore. “Investments are table stakes now,” said certified financial planner Erin Wood, vice president of wealth planning at Carson Group Holdings in Omaha, Nebraska. “Advisors have to help
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Share to facebook Share to twitter Share to linkedin Retirement Researcher A common question I receive regards how to find a trustworthy reverse-mortgage lender. This is not necessarily easy for those beginning the process with little more to rely on than an Internet search engine. A starting point may be with personal referrals from your
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