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With a Democrat set to take the White House in January, the agenda for agencies like the CFPB could undergo a rapid transformation, housing finance reform could be turned on its head and progressive banking ideas that were unthinkable over the past four years could gain traction.
November 7 -
Regardless of who wins the White House, the scope for tax legislation in the near term will be limited.
November 5 -
It's helpful to recognize that there are both policy implications and behavioral implications of elections, and that these have completely distinct market consequences.
November 4
ValueWorks -
The uncertainty could lead to market volatility, delayed stimulus negotiations and complicate planning for a potentially new regulatory environment.
November 4 -
What different outcomes could mean for financial planners and their clients.
November 4 -
This election cycle has had more than a few bad surprises, but my advice to clients remains the same.
November 2
Wealth Logic -
With a strong Democratic presidential contender, the risk of both estate and gift hikes beginning as early as 2021 is palpable.
October 30
Independent Advisor Solutions by SEI -
Many taxpayers want to pay less themselves — but want others to pay more.
October 28 -
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At the center is a pledge not to increase rates on those making less than $400,000, and that various changes would only impact earnings above the threshold.
October 14 -
The CARES Act will play a critical role, according to Grant Thornton.
October 9 -
Insiders see a Democratic administration backing tightened investor protections as industry advocates look to tax legislation.
October 8 -
Whatever the outcome in November, taxpayers and their advisors should prepare for changes, an expert says.
October 6 -
Donald Trump has all but promised to dispute the election outcome if he loses. Wall Street’s taking him at his word.
September 29 -
A majority of wealth managers worry about non-business concerns such as the national debt, immigration, civil unrest and media bias, according to a new survey.
September 25 -
Relations between the world’s two largest economies are at the lowest point in many years.
September 22
CJPA Global Advisors -
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Chairman Jerome Powell and other officials have stressed that recovery is highly dependent on the nation’s ability to better control the coronavirus.
September 16 -
Under the proposals, the top 0.1% of earners would be subject to a 43% tax rate on their income.
September 14 -
Threats to the program are multiplying and the coronavirus pandemic is accelerating a reckoning, according to a new analysis.
September 9















