Friday, October 2, 2015

Your Money: A Tax to Curb Excessive Trading Could Be a Boon to Returns

The presidential campaign of Bernie Sanders has proposed to tax stock and bond trades. How might the idea affect investor behavior and long-term returns?


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Wealth Matters: Tips for the Aspiring Angel Investor

Experts emphasize that eager investors must perform due diligence, especially in a today’s overheated start-up climate.


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Retiring: Downsizing Offers a Fresh Start for Older Adults

Paring down possessions and moving to a smaller home can be financially and physically freeing, but the process can be emotionally difficult.


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Your Money Adviser: New Mortgage Rules and How to Make the Most of Them

Updated rules from the Consumer Financial Protection Bureau are intended to facilitate borrowers’ attempts to review and compare several loan offers.


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Thursday, October 1, 2015

The Art of Collecting: Auctions: Estate Planning Can Get Tricky When Art Is Concerned

Transferring artworks to heirs or other third parties may have unintended tax consequences that collectors need to consider.


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