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X-owner Elon Musk took to his platform to agitate for the elimination of the CFPB, a consumer protection agency.
November 27
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President-elect Donald Trump's second administration signals the need for empathy and steps to protect estates or consider moving to a new state, advisors say.
November 22
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Not every investor is expecting a Trump boom. Some expect a crash. How should they adjust their finances — if at all?
November 20
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The numbers are getting murkier, and the politics with a slim majority in the House and the minutiae of Senate reconciliation rules look anything but easy.
November 18
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Even if Donald Trump's second term spells trouble for climate-minded stocks, analysts say investing in energy infrastructure is still a safe bet.
November 18
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The incoming GOP majorities in the House and Senate mean Trump can enact a tax bill without making concessions to Democrats.
November 15
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For many investors, Donald Trump's re-election was an emotional shock. Here's how financial advisors can help keep their finances on track.
November 12
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As the former president reenters the White House, significant changes to Medicare could be on the horizon. Here's what to expect.
November 11
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Although no Republicans voted for the measure two years ago, some of its incentives, such as tax credits for producing hydrogen and capturing carbon dioxide, are very popular with oil companies and other core GOP constituencies.
November 8
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As Donald Trump returns to the White House, what changes can seniors — and their advisors — expect to America's oldest social program?
November 7
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The Internal Revenue Service may be facing steep cuts in its budget with the win on Tuesday night of President-elect Donald Trump.
November 6 -
After an exhausting presidential campaign, here are the key policy, investment strategy and practice management topics for financial advisors and their clients.
November 6
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The return of the former president to the White House gives him an opportunity to deliver on his many tax promises.
November 6
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The election on Tuesday will have far-reaching economic consequences, ranging from how Americans are taxed to how the country trades with the world.
November 4
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Both presidential candidates' plans would balloon the country's debt by trillions. Here's how that could affect the economy and make VC investments even more attractive.
October 30
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As Trump makes inroads with Black voters, Harris has narrowed her focus on the historic racial wealth gap.
October 28
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Independent advisors will not be 'left behind' for refusing to adopt AI, argue tech-forward leaders and XYPN co-founders Michael Kitces and Alan Moore.
October 16
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The co-founders of the influential service, technology and compliance firm for fee-only RIAs discussed how the firm is evolving — but also staying the same.
October 9
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The possible expiration of many provisions of the Tax Cuts and Jobs Act raises the prospect of another budget reconciliation bill. Here's what that means for taxes.
October 7
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Whoever wins, '2025 is going to be a very interesting tax legislative year.'
September 11
