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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 -
The middle and later stages may have less potential for astronomical returns but still offer advantages for high net worth investors, experts tell FP.
November 1 -
The Federal Reserve began cutting rates in September. The December meeting is its last of 2024. Will the cutting continue, or will there be a pause? Doug Peta, Chief Strategist, U.S. Investment Strategy, at BCA Research, discusses the meeting and future policy.
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Initial employment data shows virtually no job growth in October. With the Federal Reserve's focus on the labor market, the reading could seal the deal for a November rate cut.
November 1 -
Its backers should file a lawsuit based on the "very flimsy" exemption for prohibited transactions enabling annuity sales under current rules, an expert says.
October 31 -
Despite the increase in overall confidence, election anxiety has remained a potent force for financial advisors and clients.
October 31 -
According to Financial Planning's research, most registered Republicans polled seem to have aligned their personal and business interests, while registered Democrats were nearly evenly split.
October 30 -
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 -
The standalone trusts or provisions within other entities can help clients protect assets. Here's why they may need a nudge to speak with an estate attorney about this.
October 29 -
A survey conducted by Financial Planning found that while 54% of advisors prefer Donald Trump to sit in the White House in 2025, 61% say Kamala Harris is the frontrunner.
October 29 -
Opto Investments is building out a fully integrated tech platform for RIAs to gain access to the multitrillion-dollar private markets.
October 28 -
Until recently, alternative investments have mainly been the province of the high net worth set. In the past few years, though, there has been a concerted effort to change that.
October 28 -
As Trump makes inroads with Black voters, Harris has narrowed her focus on the historic racial wealth gap.
October 28 -
Today, Natalie Wolfsen is CEO of Orion Advisor Solutions, but years ago, her future was less clear after a business she had co-founded went under.
October 25 -
Financial Planning polled 213 respondents as a part of its Fall 2024 Election Survey and asked which election outcome would be best for the country overall. And while there were some deviations, the overall picture remained roughly the same between various races.
October 23 -
The loose term for collections of planners getting together based on any number of shared characteristics or goals can take many forms and provide a lot of value.
October 22 -
The Federal Open Market Committee is expected to cut interest rates at its September meeting, which will also provide a new Summary of Economic Projections. Marvin Loh, senior macro strategist at State Street Global Markets, examine the meeting, the SEP and Fed Chair Powell's press conference.
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Financial Planning's annual awards honor advisor employees at both large and regional firms.
October 21 -
Everyone agrees that the anticipated insolvency in 2035, is a problem, but the answers to how to fix it are anything but unified.
October 17 -
With the November election mere weeks away, there is still time for tax pros to ponder the strategies available to meet the proposals of each candidate.
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