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"The uncertainty is often more stressful than the reality" when it comes to planning for a change in administration.
September 2 -
Either a Clinton or Trump presidency could potentially bring changes in estate tax laws, so start preparing now.
August 29 -
Clients are anticipating volatility and favoring defensive allocations no matter the outcome, say advisers who participated in a recent poll.
August 18 -
The lawsuits claim the universities failed to follow ERISA laws since retail mutual funds were among the investment choices instead of lower-cost versions.
August 10 -
Proposed changes to the standard deduction that would have benefited lower-income Americans are now being revisited. Meanwhile, the top rates and estate taxes get the ax.
August 10 -
Republican presidential candidate Donald Trump described an economic plan that he said would create “the biggest tax revolution since the Reagan tax reform” and “cut regulations massively.”
August 8 -
In his underdog bid in North Carolina, Andy Millard says he's fighting big Wall Street money: "The financial consumer is not well represented in Congress."
July 26 -
While surprised by Donald Trump's decision to add the reinstatement of the 1930s-era banking law to the GOP platform, Republican lawmakers at the convention in Cleveland maintained that Trump is a better choice for the economy and the financial system.
July 20 -
With markets struggling to forecast the outcome and Donald Trump's erratic moves, planners are worried about how the new government will impact their business.
July 19









