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For clients facing an unexpected federal job loss, here's five tangible ways financial advisors can provide guidance.
March 25 -
Anger, frustration and uncertainty have reigned as clients who previously felt secure in their positions are suddenly dealing with having everything called into question.
March 24 -
Presidents have long rushed to take credit for booms and distanced themselves from busts. But Trump's situation is unusual. The risks to the U.S. economy — potentially including stagflation or even recession — are closely linked to his own flagship initiative: a new tariff bonanza due in just over two weeks.
March 21 -
Get expert analysis of the May FOMC meeting, inflation outlook, and Powell's comments.
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Financial advisors are counseling clients to stick to their long-term plans, even as they consider potential hedging opportunities and other strategies.
March 19 -
New rules will tighten identity verification for benefits, limiting phone claims to fight fraud, the Social Security Administration announced.
March 19 -
Pending the confirmation of Trump-appointee Paul Atkins, acting chair Mark Uyeda is pushing back effective dates for pending rules and curtailinig crypto regulation.
March 18 -
Organizations that work toward boosting industry diversity say President Trump and other critics may be missing the moral and business implications of their efforts.
March 12 -
In a positive sign for the economy, headline inflation slowed in February. But the reading alone likely is not enough to break the Federal Open Market Committee out of its wait-and-see mode.
March 12 -
The Trump administration's quick pivots and frequently changing plans fuel plunge in advisor confidence.
March 11 -
The sharp reversal of Biden-era policy that capped overpayment recovery at 10% of a person's monthly benefit is expected to recover $7 billion over 10 years.
March 11 -
The Social Security Administration recovered $4.9 billion in overpaid benefits last year, according to a report to Congress.
March 10 -
Financial advisors and their clients will need to prepare for many possible outcomes by focusing on the key themes around these eight TCJA policy issues.
March 4 -
President Trump and his Republican allies in Congress aim to extend the expiring provisions of the Tax Cuts and Jobs Act. But they'll need to fill in a lot of details first.
March 4 -
Banks' latest annual reports, filed in the early weeks of the second Trump administration, provide a window into how the industry is adjusting to a new political climate.
February 27 -
Financial advisors and other industry professionals will be integral in boosting those generations' nest eggs by double digits through a Secure 2.0 provision.
February 26 -
The Trump administration is likely to let the SAVE plan die in the coming months. Here's how advisors can start preparing their clients now.
February 24 -
Critics including President Trump are ramping up the pressure on large corporations to drop their programs. But others doubted the firms' sincerity all along.
February 13 -
The hearing last month explored the legal process for enforcing the fiduciary duty of retirement plans to avoid excessive recordkeeping fees.
February 6 -
Advisors say they are watching these changes closely, making portfolio adjustments where needed and generally reassuring nervous clients that they have planned for this sort of volatility.
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