Look Beyond Tax-Loss Harvesting Selling stocks that are faltering is only the start for investors. By Steve Dudash December 5, 2019 Original article   WHEN IT COMES TO end-of-year money […]

IHT closes the Market Session on Bloomberg Radio, talking Stocks Trading Near Record Highs Link to Podcast – Click Here

IHT closes the Market Session on Bloomberg Radio, talking Tech and Trade. Link to Podcast – Click Here

WeWork Faces Challenge Before IPO The workspace provider seeks to avoid comparisons to rideshare firms. By Steve Dudash July 22, 2019 To see article at U.S News & World Report  […]

How To Serve HNW Small Business Owners During Times of Volatility Advisors must be able to offer practical support to high-net-worth business owners who confront a volatile environment just as […]

IHT article in Forbes: get the full article here

IHT was recently quoted in an article by CNBC: see the full article here  

IHT article in Forbes: get the full article here  

IHT is proud to announce that we have been named as one of the top 300 RIAs in the United States by the Financial Times Link to full article here […]

Steven Dudash, Featured in Forbes on September 21, 2017 Read the article here  

Steven Dudash, Featured in Forbes on August 16, 2017 Read the article here

June 22, 2017 by: Loren Fox and Michael Ferraro This fourth edition of the FT 300 assesses registered investment advisers (RIAs) on desirable traits for investors. To ensure a list […]

By Steven Dudash The NBA Finals began last night, with Stephen Curry’s Golden State Warriors taking Game 1 from LeBron James and the Cleveland Cavaliers 113-91 in Oakland. It’s the […]

1031 Exchanges Increasingly Attractive as Real Estate Prices Climb By: Miriam Rozen Published: April 24 2017, 9:22am EDT Section 1031 of the IRS Code may seem like an arcane — […]

By Steven Dudash, Contributor Most have heard the saying, ‘Go big or go home.’ Well, events around the globe could soon have investors thinking, ‘Let’s go small instead.’ The first […]

IHT Wealth Management and US Wealth Management Announce Partnership and Strategic Transition Plan to Combine Firms Phased Process to Position Combined Firm for Continued Growth through Enhanced Scale, Resources and […]

To view the original article click here: By JANE BENNETT CLARK, Senior Editor   From Kiplinger’s Personal Finance, January 2017 Most people don’t know even the basic rules of Social Security. That can lead […]

By Steven Dudash November 22, 2016 Full Article  As a wealth manager, more than a few things keep me up at night, including what the election of Donald Trump means […]

To view the original article click here: Ian Salisbury @iansalisbury If you’re dismayed by the impending arrival of a President Trump, you may be tempted to vote a second time in the […]

To view the original article click here: By Jane Bennett Clark, Follow @JaneBClark You wouldn’t dream of running a marathon without undergoing months of training. Or heading into the wilderness […]

Your Money By RON LIEBER AUG. 5, 2016 To view the original article click here: Here’s how to get better returns in your retirement account: Pay as little attention to […]

By Danielle Douglas-Gabriel  For families trying to save for their children’s college education, 529 college savings plans are widely hailed as a great option—perhaps the best. But are they? The advantage to 529 plans, […]

To view the original article click here: Not all Americans prepare for retirement as early as they should, which unfortunately leaves them with few options when they want to call […]

To view the original article click here: By Jane Bennett ClarkSee my bio, plus links to all my recent stories., From Kiplinger’s Personal Finance, October 2014 Read the headlines about […]

To view the original article click here: Robo advisers offer some advantages, but the most comprehensive financial guidance still requires human touch. By Jan Blakeley Holman,  from Thornburg Investment Management […]

To view the original article click here: When you hear the words “retirement destination,” places in Arizona and Florida probably spring to mind. But broaden your horizons, and you can […]

To view the original article click here: Probably the biggest single concern of retirees is running out of money. It doesn’t seem to matter how much money they have; the […]

To view the original article click here: Strategy Is Still Paramount Regardless of the recent changes to the law, Social Security planning is still a critical component of any retiree’s […]

To view the original article click here: One of the most daunting decisions faced by workers is how to invest their 401(k) plan dollars. The simplest choice might be a […]

To view the original article click here: By Ryan Derousseau | Contributor Jan. 21, 2016, Pessimism seems to pervade the American psyche these days. It’s something that President Barack Obama […]

To view the original article click here: By Rachel L Sheedy For many Americans, Social Security benefits are the bedrock of retirement income. Maximizing that stream of income is critical […]

To view the original article click here: By Mark Gollom, CBC News With a will yet to surface, Prince’s family faces a potentially long, costly and complex legal process to divvy up his assets, illustrating the importance of […]

To view the original article click here: Changing or leaving a job can be an emotional time. You’re probably excited about a new opportunity — and nervous too. And if […]

To view the original article Posted on Monday, April 25th, 2016 by Edwin C in Savings Accounts Scared of retirement? Not confident about your retirement planning? Haven’t saved enough? Worried […]

To view the original article click here: David Hirsch, managing partner of Metamorphic Ventures With the selloff in some big tech names such as LinkedIn and Twitter, some investors are […]

To view the original article click here: BY Dr. Penny Pincher | Wise Bread | MARCH 2016 During the past few years as a personal finance blogger and author, I […]

To view the original article click here: By Bill Bischoff A 401(k) can be a glorious thing, but let’s not forget that these plans are regulated by government bureaucrats. That […]

To view the original article click here: By Michael DeSenne, April 18, 2016 Moving into a tiny home can be uniquely appealing to certain retirees who are seeking to downsize their lives in […]

To view the original article click here: Robo-advisor vs. human advisor Generation X, Millennial The financial advising industry has been buzzing about the emergence of robo-advisors for the past few […]

To view the original article click here: And the Executor Is Tip: Generally, children under the age of 18 cannot be executors. Source: USA.gov, October 8, 2014. In her will, […]

To view the original article click here. By Tim Lemke on 8 February 2016 Saving for retirement can often feel like a drag, and many of us come up with […]

To view the original article click here: As we prepare our tax returns this season, Heather Pelant shares how you can at the same time seek to build on your […]

Do not fall into the fear trap. It’s very easy to do. It’s actually perfectly natural. You see a scary event and the first instinct is to pull back and […]

To view the original article click here: By Anna B. Wroblewska, The Motley Fool It is often the most boring and obvious lesson that is the most valuable — and […]

To view the original article click here: The Fed Thinks Global March 16, 2016 4:45 PM By Zane Brown 30 Views The central bank’s concern for developments overseas may have […]

To view the original article click here. Forget the traditional measurements and general rules of thumb. The right answer depends on your risk tolerance, time horizon and other factors specific […]

To view the original article click here: By Cameron Huddleston You have been diligently saving for retirement for years. Finally, the time has come to start tapping your accounts. You want your […]

To view the original article click here: Do you have what it takes to be a successful investor? Heather Pelant shares her rule of thumb for setting — and achieving […]

To view the original article click here. We all know how important it is to save for retirement. That’s a given. But when it comes to how to save, you […]

To view the original article click here: While saving for higher education is its own reward, saving on your taxes while saving for higher education is a bonus you don’t […]

To view the original article click here: We all know that the market changes all the time. So do life goals. That’s why Heather Pelant stresses checking-in with your investments […]

To view the original article click here: 5 Ways to Ease the Pain of Health Care Costs in Retirement The best medicine is to plan ahead for this significant line […]

To view the original article click here. Back To The Future: It’s Not 1997, But It’s Close Steven Dudash, Contributor Sometimes going back to the future happens sooner than you might […]

To view the original article from Kiplinger click here. Follow @srapacon 10 Best States for Retirement The very best place to retire for you might be on a beach…or in […]

Larry Light – Contributor To view original article click here:   People change jobs. But what should they do with the retirement account from the previous employer? Barry Glassman, CFP, […]

Declining at a clip of nearly 1¢ per day. Brad Tuttle @bradrtuttle  Jan. 14, 2016 To view original article click here. The national average for a gallon of regular gasoline dipped […]

To view original article from First Trust Economics Blog click here. The stock market is not the economy, and the economy is not the stock market. Nonetheless, many are convinced that […]

Advisors need to understand they can’t go it alone. I recently had an eye-opening exchange with a fellow advisor at an industry conference. On the surface, he was like so […]