Politics and policy
Politics and policy
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Even the wonkiest experts are struggling to keep up with the latest macroeconomic data. Here are the key factors to watch in the coming months.
August 11 -
But the new rules for deductions, capital-gains exclusions and estate planning merit a lot of strategic discussions for financial advisors and entrepreneurial clients.
August 7 -
Between new senior tax deductions and fast-approaching funding shortfalls, it has been a turbulent few months for Social Security.
August 4 -
The One Big Beautiful Bill Act presents some complexities for wealthy families, alongside its extension and expansion of provisions in the Tax Cuts and Jobs Act.
July 30 -
The new law could impair young talent's ability to save for retirement, making it leaders' responsibility to act proactively.
July 28 -
A new federal student loan borrowing limit could push more students seeking advanced degrees into costly private debt, according to financial advisors.
July 23 -
The Bureau of Labor Statistics said the consumer price index rose to 0.3% in June to an annualized rate of 2.7%, making the case to cut interest rates more difficult for the Federal Reserve to justify at its next meeting later this month.
July 15 -
Take a buyout or risk a later layoff? As more federal employees find their jobs in the crosshairs, financial advisors say they're navigating a complicated and uncertain path forward for their clients.
July 14 -
The Trump megalaw's expansion of opportunity zone credits and other investment approaches comes with caveats based on timing and taxes.
July 14 -
New government-funded "Trump accounts" aim to set newborn Americans on a "course for prosperity." But financial advisors aren't entirely convinced about their utility.
July 9 -
Many advisors expressed optimism that tariff-induced volatility was calming, but others said they are concerned about the long-term effects of the so-called Big Beautiful Bill.
July 8 -
A provision in Trump's tax and budget law gives seniors 65 and older a new deduction that offsets Social Security taxes for most retirees. While it helps many keep more money, it also accelerates the program's insolvency.
July 7 -
Republicans will be planning a victory lap and Democrats will be thinking about their election strategy. But financial advisors and tax pros will be preparing their clients.
July 3 -
Politics are playing an outsize role in portfolio management. Here's how experts see the fixed-income sector changing under the pending One Big Beautiful Bill Act.
June 30 -
Older Americans are worried about when to claim Social Security. Financial advisors need to have much different conversations with their younger clients.
June 24 -
In February, the organization released its "Generative AI Ethics Guide," which may be updated based on the group's findings.
June 13 -
U.S. regulators have asked Wall Street firms racing to launch solana exchange-traded funds to revise their paperwork.
June 12 -
The impact of President Trump's push against diversity, equity and inclusion programs at the SEC remains murky, according to a watchdog report.
June 11 -
By far the most significant factor behind the jump in this month's Financial Advisor Confidence Outlook (FACO) was the outlook for the overall economy.
June 6 -
The immediate dispute centers on two proposed funds from ETF firms REX Financial and Osprey Funds that would allow investors to earn rewards by deploying ether and solana tokens to help validate blockchain transactions, a process known as staking.
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