Illinois

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  Top 5 Retirement Issues

  By Editorial Staff  |  February 25, 2013

  Investment Advisor talked to several of the main players on the retirement stage to get their thoughts on the big challenges of modern retirement.

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  Rekindling Equity Enthusiasm; Optimizing Annuity Options: March Research—Slideshow

  By Editorial Staff  |  February 22, 2013

  "Stocks: A Hard Sell," the cover story by Ellen Uzelac, details how client enthusiasm for equities has taken a hit in recent years. The Annuity Analytics column, by Prof. Moshe Milevsky, offers advice on how to make the most of guaranteed living benefits in annuity contracts.

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  Scared Stockless: How Advisors Calm Jittery Clients

  By Ellen Uzelac  |  February 22, 2013

  Despite the run-up in the market, client enthusiasm for equities has evaporated since the crisis in 2008, with stock ownership at its lowest point since 1998.

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  Wanted: Smart Strategies for Wealthy’s Steeper Tax Landscape

  By Jane Wollman Rusoff  |  February 22, 2013

  Not since Jimmy Carter’s presidency have the very well-off been subject to such high tax liability. The increases are permanent.

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  SEC Enforcement Roundup: Swiss Accounts Frozen Ahead of Berkshire Hathaway Heinz Buy

  By Marlene Y. Satter, AdvisorOne  |  February 21, 2013

  The SEC also filed charges recently for exploiting an immigration program, and fraud charges related to a purported clean energy company.

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  DOL Fines Sherwin-Williams $80M for Tax Violations

  By Melanie Waddell, AdvisorOne  |  February 21, 2013

  The agreement comes after the department’s EBSA investigated whether Sherwin-Williams, seeking to take advantage of tax breaks, improperly managed the plan.

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  Meredith Whitney: Government Case Against S&P ‘Hard to Believe’

  By John Sullivan, AdvisorOne  |  February 7, 2013

  She discussed the government’s case against the ratings agency, her municipal bond call and her thoughts on new Citigroup CEO Michael Corbat.

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  Top 10 Most Regressive Tax States

  By Michael S. Fischer  |  February 5, 2013

  In the states whose tax systems most favor high earners, low-income families pay up to six times as high a share of their income as the wealthiest families, according to a report by the Institute on Taxation and Economic Policy.

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  10 Worst Districts for Women’s Pay Revealed; Senators Push Paycheck Fairness Act

  By Melanie Waddell, AdvisorOne  |  January 30, 2013

  Senate democrats gathered on Capitol Hill Wednesday to push for passage of the Paycheck Fairness Act, legislation that would help close the pay gap between women and men working equivalent jobs.

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  Strategist Valliere: Economy’s Fundamentals ‘Extremely Good’

  By John Sullivan, AdvisorOne  |  January 29, 2013

  Greg Valliere, at the FSI conference, said, "There was no fiscal cliff, there will be no government shutdown, there will be no debt default and the world according to the Mayan calendar did not happen.”