About the Author
Michael S. Fischer
Michael S. Fischer is a regular contributor to AdvisorOne, focusing on tax and estate planning, philanthropy and other wealth management issues. He previously wrote about alternative investments as managing editor at MARHedge and as senior financial correspondent at Thomson Reuters.
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By Michael S. Fischer |
March 27, 2013
The Senate’s federal budget plan seeks to limit the amount by which affluent taxpayers can reduce their tax bills by itemizing deductions, including charitable donations.
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By Michael S. Fischer |
March 6, 2013
Study finds wealth managers’ technological capabilities lag in delivering investment insights
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By Michael S. Fischer |
January 24, 2013
Most planning professionals expecting growth in next five years, survey says.
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By Michael S. Fischer |
September 12, 2012
Uncertainty about the year-end fate of the Bush tax cuts and unsatisfactory investment returns are driving wealthy investors to seek higher performance in alternative investments.
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By Michael S. Fischer |
July 3, 2012
The group's popular Portfolio Defense program will now include estate planning, philanthropy, business evaluation and risk management.
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By Michael S. Fischer |
June 20, 2012
High net-worth seniors, baby boomers, Gen X and Gen Y are all investing, planning and spending differently. A new survey helps advisors sort through the disparities.
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By Michael S. Fischer |
May 31, 2012
CEO says firm aims to meet client needs beyond traditional brokerage services.
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By Michael S. Fischer |
May 22, 2012
Attorney Jim Duggan lays out how advisors can help shield the assets of wealthy public figures from the wrong kind of attention.
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By Michael S. Fischer |
April 9, 2012
Attorney Blooma Stark says advisors should urge clients to review and, if necessary, update their estate plans.