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JANUARY 7, 2020

EQUITIES

Bob Doll’s 10 Predictions for 2020

Diana Britton

In the Nuveen Chief Equity Strategist’s view of 2020, active managers and Donald Trump win.

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WEALTHCASTS

Michael Kitces' #FASuccess Podcast: How to Outsource Launching a New Firm with Steph Bruno

Michael Kitces

Stephanie Bruno details how she launched her own independent firm with the help of an outsourcing partner.

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SPONSORED CONTENT

Municipal Tax Harvesting to Decrease Capital Gains Tax

Sponsored by Gurtin Municipal Bond Management, a PIMCO Company

Decrease your tax liability with muni tax loss harvesting.

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PEOPLE

New York Wealth Manager to Plead Guilty in ‘Wild’ Spending Case of Fraud

Chris Dolmetsch

Prosectors claim that Richard T. Diver misused his position as manager of M&R Capital Management's payroll and billing to divert about $6 million to his own account.

FULL ARTICLE

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