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A friendly memo to help top regulators in the next administration set priorities. One key point: planners and fee-compensated IRAs are the least of your worries.
November 9 -
When it comes to crafting portfolios, tell clients to focus on the dynamism of American markets.
November 7Mercer Advisors -
By noting the market performance under past U.S. presidents, the importance of this key economic measure is brought to the fore.
November 7 -
History shows the winning party and their policies will have minimal impact on returns.
November 7AthenaInvest -
We have the most expensive and fragmented health care in the world, so now what?
November 7Life Planning Partners -
Here's how the outcome of the presidential election could affect the trajectory of the Labor Department's regulation.
November 7 -
Tell clients in this situation to make sure they know key dates and review their statements to confirm the amounts are accurate.
November 4 -
Here's what to watch for just before the counting of ballots begins.
November 4 -
A tax bill passed in 2017 normally would go into effect in 2018, but the fear is that it could be retroactive, which happened once before under a President Clinton.
October 26 -