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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, 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 -
The possible expiration of many provisions of the Tax Cuts and Jobs Act raises the prospect of another budget reconciliation bill. Here's what that means for taxes.
October 7 -
A costly provision of the Tax Cuts and Jobs Act of 2017 is in limbo as policy wonks call for either big changes or outright elimination of the policy.
October 3