WealthManagment.com Daily Memo
Wealth Management Daily Memo

JULY 9, 2018

REGULATION AND COMPLIANCE

The Curious Case of the SEC’s Best Interest Standard

Why did the Commission choose the road less traveled?

FULL ARTICLE

ETFS

Geometry For Stock Investors

Triangle formation warns of a volatility spike.

FULL ARTICLE

ESTATE PLANNING

IRS Deems Transfer of Artwork to Museum a Completed Gift

Sometimes, a client's personal goals can conflict with optimal tax planning and produce disastrous results.

FULL ARTICLE