Politics and policy
Politics and policy
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Just before the year ends, Congress may pass the Social Security Fairness Act. Here's what's in the bill and who it's for.
December 6 -
X-owner Elon Musk took to his platform to agitate for the elimination of the CFPB, a consumer protection agency.
November 27 -
With interest rate easing cycles, geopolitical risk and post-election policies, experts looked forward to what's ahead in the new year.
November 27 -
President-elect Donald Trump is bringing numerous changes to wealth management with his return to the White House, from the Tax Cuts and Jobs Act to Social Security.
November 27 -
The US Sustainable Investment Forum (SIF) sees thin Republican majorities in Congress hampering anti-ESG legislation from advancing.
November 25 -
President-elect Donald Trump's second administration signals the need for empathy and steps to protect estates or consider moving to a new state, advisors say.
November 22 -
Not every investor is expecting a Trump boom. Some expect a crash. How should they adjust their finances — if at all?
November 20 -
The numbers are getting murkier, and the politics with a slim majority in the House and the minutiae of Senate reconciliation rules look anything but easy.
November 18 -
Even if Donald Trump's second term spells trouble for climate-minded stocks, analysts say investing in energy infrastructure is still a safe bet.
November 18 -
For many investors, Donald Trump's re-election was an emotional shock. Here's how financial advisors can help keep their finances on track.
November 12 -
After yet another rate decrease, Federal Reserve Chair Jerome Powell remained defiant after Election Day, telling reporters he would not resign.
November 11 -
As the former president reenters the White House, significant changes to Medicare could be on the horizon. Here's what to expect.
November 11 -
The criticism from the largest brokerages, investment banks and asset managers runs the other way from that of planners who argue the guidelines are insufficient.
November 8 -
After an exhausting presidential campaign, here are the key policy, investment strategy and practice management topics for financial advisors and their clients.
November 6 -
At the start of November, wealth managers and their clients stood watching and waiting as America decided its next president.
November 5 -
The adjustments reflect how inflation is slowing down and upcoming changes to the rules based on the Secure 2.0 Act and the Tax Cuts and Jobs Act.
November 4 -
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 -
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


















