Politics and policy
Politics and policy
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Respondents in this month's Financial Advisor Confidence Outlook cheered the prospect of a Fed rate cut, but they didn't feel good about much else.
September 19 -
A limited federal tax credit, an above-the-line deduction for non-itemizers and restrictions on those of itemizers represent three of the biggest shifts under the new law.
September 11 -
Fewer than 3% of U.S. advisory firms report registrations with foreign regulators, and the meager ranks reflect the difficulty of breaking into international markets.
September 10 -
After struggling to find work as a transient Army spouse, Monique Street built a career helping military families with their finances, taking their causes to lawmakers across the country.
September 9 -
Trump's One Big Beautiful Bill Act opened HSA access to millions, but big gaps remain. Here's what financial advisors need to know.
August 27 -
The use of multiple entities as a means of shifting a high net worth client's yearly income could help rack up bigger breaks, with some caveats.
August 25 -
A new bipartisan bill has the potential to significantly decrease the number of retirees who deplete their savings due to long-term care expenses, according to Morningstar researchers.
August 25 -
As head of the SEC's enforcement division, Margaret Ryan is expected to pursue the administration's priority on fighting fraud and insider-trading cases, while taking a lighter touch than her precessor with the crypto industry.
August 22 -
The so-called "Magnificent Seven" are doing well, but experts say that doesn't tell the story of the overall economy, which is struggling under the surface.
August 18 -
In an increasingly choppy sector, experts say investing with caution and an eye on diversification is key.
August 13 -
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



















