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On Wall Street, investors welcomed the Federal Reserve's decision to hold interest rates steady on Wednesday.
March 21
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President Biden wants the wealthy to "pay their fair share." Ex-President Trump calls for "the biggest tax cuts." But labeling people as rich creates massive policy challenges.
March 15
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A CFP Board-commissioned survey found that the vast majority of retirement savers think fiduciary standards for rollovers are already in place or should be.
March 12
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The president's 2025 budget proposal aims to deliver more services, middle-class tax breaks and price controls funded through higher taxes on the wealthy and corporations.
March 11
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President Joe Biden's budget proposal — which calls for sweeping tax increases on corporations and the wealthy — is the opening round of a looming tax fight.
March 11
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President Joe Biden proposed tax increases on the wealthy and large corporations, along with some new tax credits, in his State of the Union address on Thursday night.
March 8
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The report casts a skeptical eye on the PPLI industry, claiming it functions as a tax shelter for a few thousand millionaires and billionaires.
February 21
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Net income topped $1 billion in 2023 as the firm reached another record headcount and CEO Dan Arnold said there are "interesting questions" to answer about AI.
February 2
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The board granted Dimon a $1.5 million salary and $34.5 million of performance-based incentive compensation.
January 19
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The agency's potential retirement regulation got slammed at a congressional hearing and in thousands of industry-driven form letters calling for its withdrawal.
January 10
