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Evidence suggests some minority-owned businesses can’t access loans, and the Trump administration is under pressure to report borrower demographics. The issue is gaining attention against the backdrop of protests over the George Floyd killing.
June 14 -
The Internal Revenue Service is extending the due dates on its balance due notices because it wasn’t able to mail out the preprinted letters to taxpayers due to office closures during the ongoing COVID-19 pandemic.
June 12 -
Major donor-advised fund providers said they’re using webinars, podcasts, social media and emails to nudge clients to give.
June 12 -
Mobile banking use has swelled since the pandemic hit, and law enforcement officials expect hackers to target the credentials of digital novices. The FBI stressed the importance of two-factor authentication and ensuring consumers know how to spot fake apps that carry malware.
June 11 -
The average employer match was 4.3% of pay, according to a 2019 Vanguard report.
June 11 -
Owl Rock plans to give up to $250,000 in interest-free loans to those impacted by the coronavirus and other economic and social crises, its co-founder says.
June 11 -
From fruit baskets to operations, financial advisors can tap into a range of ideas in a time of remote work.
June 11 -
Hailing from Merrill Lynch, Edward Jones and Waddell & Reed, the advisors join as both employees and independents
June 10 -
Some lawmakers fear that when forbearance plans and enhanced unemployment coverage expire, the consequences for mortgage borrowers still affected by the pandemic will be severe.
June 9 -
The central bank’s own data show that slightly more than half of U.S. households own stocks. But that doesn’t come close to telling the whole story.
June 9 -
The Internal Revenue Service won’t charge people who threw their stimulus money away because they thought the envelope was junk mail.
June 8 -
It would have been easy to get her back in a moment of anxiety and weakness. Here’s why I didn’t.
June 5
Mercer Advisors -
Our newly independent practice turned the shift to virtual into a learning experience we never would have expected.
June 5 -
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The bill, which passed the House last week on a 471-1 vote, now heads to President Trump’s desk for his signature.
June 3 -
Evenings on the town are being replaced with conference calls, online concerts and care packages.
June 3 -
Age-based portfolios were susceptible to market volatility — and some clients have pulled out college savings.
June 2 -
The changes being sought would benefit both small businesses and banks, which would avoid the cost of servicing many low-yielding loans.
June 2 -
The pandemic is prompting financial advisors to use video messages, webinars and even board games to connect with clients and prospects, Hightower Chief Marketing Officer Abby Salameh says in an episode of Financial Planning’s Podcast.
June 2 -
Early withdrawals from retirement accounts may be unavoidable in today’s economic climate. You can help mitigate the damage.
June 2

























