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Tim Sloan resigned, following the market closed, as chief of the scandal-plagued Wells Fargo even though he delivered a quarter that exceeded expectations, CNBC’s Jim Cramer said Thursday. After a 31-year career with the bank, Sloan said he felt like he had become a distraction at the company because of the “endless harangues from Washington
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The estate tax is dead! Long live the estate tax! Like a Phoenix flaming on the political wind, only to extinguish, then burst anew, this now-you-see-me, now-you-don’t tax is overlooked only at the peril of lasting prosperity. For exposed families, the estate tax can be a devastating blow to generational wealth, from which fortunes never
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As tax season approaches, everyone begins to focus on how to maximize their returns. Thus, investors are looking for more tax-efficient ways to invest. While managers can harvest losses as part of a tax-management process, measuring the actual value to your portfolio is not always apparent. Possibly one of the best ways to quantify the
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Be sure to thoroughly review a pension plan buy out offer before accepting it. Use an independent third party financial advisor if you need assistance running the numbers. Getty The number of companies offering pensions has been declining in the United States for decades, as companies have transitioned their employees to employer-sponsored retirement plans, such
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The Department of Housing and Urban Development has filed charges against Facebook for violating the Fair Housing Act. Adobe Stock The U.S. Department of Housing and Urban Development today filed charges against Facebook for allegedly violating the Fair Housing Act by encouraging, enabling and causing housing discrimination through the company’s advertising platform. HUD claims Facebook discriminates
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Values-aligned investing is called by many different names, which are commonly misused or misunderstood by investors. Let me decode the lingo, because a shared understanding of the terminology makes this type of investing more accessible to advisors and investors alike. Please note that there are no universally agreed upon definitions among professionals, and everyone uses
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As funding for coal- and gas-fired power generation continues to decline, investors long leery of so-called “clean tech” plays are taking a shine to renewable-energy start-ups and other carbon-reducing technologies. According to reports from the International Energy Agency, electricity investments are flowing toward renewables, networks and flexibility, while at the same time more than 100
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