The Latest

  • Take a buyout or risk a later layoff? As more federal employees find their jobs in the crosshairs, financial advisors say they're navigating a complicated and uncertain path forward for their clients.

    July 14
    federal-reserve-building-bloomberg-iag-2016
  • Tax

    The Trump megalaw's expansion of opportunity zone credits and other investment approaches comes with caveats based on timing and taxes.

    July 14
    A magnifying glass and a red permanent market sit on top of a newspaper page with the headline "investments" and a section titled "real estate" circled in red, symbolizing real estate investment strategy
  • Gulzar Singh is a U.K.-based global banking and digital transformation leader with 30+ years of experience in leadership roles at international banks across the U.K. and India. He holds a Ph.D., an MBA and has completed executive education at MIT.

    July 14
  • Experts say that while high dividends can be appealing on the surface, there are many other factors to consider when evaluating a stock.

    July 14
    Dividend
  • Jessica Jones-Langford is the group accounting manager at Ximplifi, where she leads a QuickBooks accounting team. With over a decade of experience in nonprofit and corporate accounting, she brings a strategic mindset to designing scalable workflows, optimizing financial operations, and delivering accurate reporting tailored to each client's needs. She also plays a key role in driving onboarding, overseeing daily operations and continuously refining team workflows to maintain high service standards.

    July 14
    Jessica Jpnes-Langford of Ximplifi
  • Jatin Narang is the CEO of Verito, an accounting-focused cloud and IT services provider.

    July 14
    Jatin Narang, CEO of Verito
  • Tax

    The president's signature tax law allows a long-standing business deduction for the cost of food provided to employees to expire.

    July 14
    snack-machine.jpg
  • Eric Fenton, Principal of Insurance Consulting at EPAM and a 2024 Global Insurtech Influencer Award Winner, is a strategic visionary focused on AI, innovation and emerging trends in the insurance and Insurtech landscape. A certified automation
    professional with over 25 years of experience, he leverages deep industry expertise and
    EPAM's multidisciplinary, end-to-end capabilities to deliver high-impact technology
    solutions that create strategic value for insurance companies. Eric collaborates closely
    with business and technical stakeholders, aligning people, processes, and technology to
    drive enterprise-wide transformation.

    July 11
    Headshot of Eric Fenton.
  • Investors are increasingly turning to generative AI for financial advice, according to a Betterment survey. Advisors say tools like ChatGPT can provide useful information to investors, but they rarely understand a client's whole picture.

    July 11
    ChatGPT for content creators, ChatGPT help generate ideas and create content. Screen with ChatGPT AI or artificial intelligence chat and typing female hands. Warsaw, Poland - May 02, 2023
  • Companies that pay out a portion of their profits to shareholders instead of reinvesting in their business may seem compelling on the surface, but advisors with experience with these strategies say they aren't right for everyone.

    July 11
    Highlighted word dividend concept and meaning.