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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SoftBank and its $100 billion Vision Fund have been spending billions of dollars around Silicon Valley, helping start-ups delay their IPOs, but is this strategy working? One of the company’s biggest investments, Uber, had disappointing results on its first day of trading at the NYSE, trading below its initial public offering price of $45. Does that
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