Your needs. Your assets. Your call. Power borrowing potential to your best advantage. Securities-based lending can afford the opportunity to essentially free up available cash by using a portion of your eligible portfolio holdings as collateral. The liquidity accessed through securities-based lending can be used for a host of needs, ranging from asset purchases to
Learn how to make sure your charitable gifts are meaningful, useful, and tax-efficient.
This Issues and Insights discusses the release of the new House Tax Bill and Senate Tax Bill amid year-end planning. On November 9, 2017, the House Ways and Means Committee passed the Tax Cuts and Jobs Act (House Tax Bill) and the Senate Finance Committee released its proposed version (Senate Tax Bill). Keep in mind