Politics and policy
Politics and policy
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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 -
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 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, will join us on September 19 to examine the meeting, the SEP and Fed Chair Powell's press conference.
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The first Secure Act was a "game-changer for IRAs and Roth IRAs," according to a retirement expert. Here's the compelling case for paying taxes sooner.
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 -
FP's parent company surveyed more than 200 industry professionals to ask their view of taxes, Social Security and the budget. Here's what they said.
October 17 -
The CFP Board, the FPA, FSI, NAPFA and the IAA called jointly for the restoration of incentives for financial planning as part of the looming TCJA debate.
October 16 -
With inflation figures falling, retirees can expect a 2.5% increase in 2025. Here's how planners are guiding clients through the impact of that slight bump.
October 10 -
ESG has become more material to over two-thirds of asset owners' investment processes in the previous five years, Morningstar says.
October 9 -
Criticism of ESG investing has cut across the political spectrum, with accusations ranging from "woke capitalism" on one end, to "greenwashing" on the other.
October 9