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SEC Slams Almost All Robo-Advisors With Deficiency Letters Thu, Nov 11, 2021 As the number of robo-advisors explodes, the Securities and Exchange Commission has honed its examinations on interactive digital investment advisors, including those that offer discretionary advice, uncovering a wide swath of deficiencies at almost ... Read More

By TRACEY LONGO

Yahoo Money - Higher taxes may be on the way for wealthy Americans after House vote Wed, Sep 01, 2021 Wealthy people are bracing for potentially higher taxes that could hit their bank accounts as soon as this year, while lower- and middle-income Americans could end up enjoying tax breaks from Uncle Sam that were originally only temporary. Read More

By Denitsa Tsekova

INVEST IN YOU: READY. SET. GROW. Financial advisor, financial planner or robo-advisor? Here’s how to find the right help to manage your money Mon, Aug 23, 2021 .......check for advisors who are regulated as fiduciaries because they are required by law to look out for their clients’ best interests. Read More

By Michelle Fox

Cyber Risk Mitigation Wed, Jul 28, 2021 What is cyber risk and what can we do about it? Melody Koenig, Chief Information Security Officer (CISO) at FirsTrust, LLC explains how to be more aware of your personal cyber risk and ways for mitigation. Read More

Elimination Of Stepped-Up Basis Looks Unlikely, Schwab Lobbyist Says Thu, Jun 10, 2021 President Biden’s proposal to eliminate the step-up in basis for calculating inheritance taxes is getting the cold shoulder from both Democrats and Republicans, Schwab’s top Washington D.C. lobbyist told advisors today....... Read More

By Tracey Longo

How to choose a financial advisor: 6 tips for finding the right one Fri, May 21, 2021 “Ultimately, you need to feel confident in the advisor’s competency, objectivity, and their responsiveness to your needs,” says Van Sant. “The advisor-client relationship, like many relationships, is built on trust and communication, so doing the pro... Read More

By James Royal at bankrate.com

Some couples may face a ‘marriage penalty’ under Biden’s tax plan Tue, May 04, 2021 *President Joe Biden is proposing higher taxes on the top 1% to help pay for the $1.8 trillion American Families Plan. *But the “marriage penalty” may hit couples earning more than $500,000. *Financial experts say tax planning strategies may l... Read More

By Kate Dore at CNBC

How to Possibly Pay 0% in Taxes on Your Taxable Investment Gains Thu, Apr 29, 2021 Don’t miss out: Certain people with low enough taxable income can sell stocks or mutual funds to convert their taxable gains into tax-free money. Here’s how... Read More

By by: Mike Piershale (as seen at Kiplinger.com)

New Investors Discover Tax Pitfalls of Robinhood and Other Trading Apps Mon, Apr 19, 2021 Common tax-minimizing strategies are difficult or impossible to implement on the trading platforms that have boomed in popularity in the past year. Read More

By Laura Saunder in WSJ