Lynnley is a business journalist who previously worked for Bloomberg, The New York Times, Newsweek and The Boston Globe. She spent seven years in the 1990s in Russia, where she covered energy and commodities for Reuters in Moscow. A graduate of Princeton University, she is fluent in Russian. In a recent cover story, she examined how some
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More art than science, financial advisors can face difficulty in determining what constitutes a "substantially identical" security.
May 30 -
Tax-loss harvesting can eke out some extra percentage points of return — if you don't try to time the market and miss a rebound.
May 23 -
Signed into law last December and now partly in force, the sweeping retirement overhaul package presents new planning opportunities for millions of Americans and financial advisors.
May 15 -
Wealth advisors seeking the highest-earning clients should look to 30 key geographic areas, some of them not household names.
May 8 -
The IRS's $80 billion in new funding means more scrutiny of higher earners.
May 1 -
Many advisors have clients who took out the forgivable loans. Some wealth management firms did the same. Three years after the government doled out more than $800 billion in mostly-free cash, here's what's happening.
April 24 -
While a securities-based loan is more commonly used to buy a fancy house or take a dream vacation, it's also an underused strategy for some affluent investors to pay large tax bills.
April 16 -
From accidentally paying state taxes on T-bill income to wonky filing deadlines, these tips will help make a federal tax return sparkle. Or at least clean.
April 12 -
Americans pay billions of dollars in taxes each year when draining their retirement plans as they change jobs. The "leakage" doesn't bode well for long-term savings, data shows.
April 11 -
The cash-like instruments have garnered hundreds of billions of dollars since the banking crisis began.
March 28 -
While depositors will be made whole under an extraordinary move by regulators, a fire sale of the entire bank and advisors fleeing to competitors create new challenges.
March 12 -
Contributions to 401(k)s and IRAs now can reduce your 2022 taxes soon due this filing season. Here's what advisors, many of whom can themselves benefit, need to know.
March 7 -
Affluent investors typically have more complicated financial lives and more ways to get things wrong when filing federal tax returns in 2023.
February 28 -
New data from Fidelity Investment shows disparate reductions in account balances for IRAs and employer-sponsored retirement plans last year.
February 26 -
A new study found that opting for an in-state plan isn't always the best choice.
February 21 -
The agency said unexpectedly that it was still deciding whether state rebates to taxpayers were taxable income.
February 8 -
A new paper finds that baskets of single stocks are a better bet for minimizing capital gains taxes.
February 7 -
Millions of the oldest members of the cohort have roughly 10 good working years left to stockpile for their golden years. And many are in trouble.
January 31 -
The 2023 season just opened, but you should still plan now for next year.
January 24 -
Amid the end of pandemic credits and investment losses, filing a federal return this year has sobering moments.
January 17
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