Insights

2022 winners and losers

January 3, 2023

2022 may go down in history as one of the most difficult years for investors. We always say that past performance doesn’t predict future results, and 2022 proved why: Many

2022 was a difficult year for investors. It also proved why we say “past performance doesn’t predict future results.” We explain why along with the year’s winners and losers.

The tax surprise in your bonus

December 15, 2022

Everyone loves bonus compensation, but tend to carry a surprise tax hit. Sue Mazzetti looks at why this tax glitch happens and how you can prepare for it.

What is securities-backed lending?

December 15, 2022

Did you know you can use your investment portfolio as collateral? It can be a helpful tool if you need short-term financing and don’t want to sell assets.

Can securities-backed lending solve your cash dilemma?

December 15, 2022

When inflation is high, you may not want to keep too much money in cash. If you find you still need cash, your portfolio may be able to help, via SBL.

Tax planning for restricted stock units (RSUs)

December 15, 2022

Restricted stock units (RSUs) are an increasingly common form of bonus compensation. But many recipients don’t understand how they’re taxed.

When Roth conversions make sense

November 14, 2022

If you can’t contribute to a Roth IRA directly, you may still be able to fund a Roth account via a Roth conversion. Melissa Yue explains.

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