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While the Auto IRA Act of 2024 is "long overdue" for some, others feel it represents the "nanny state."
September 12 -
The U.S. Government Accountability Office conducted a nearly four-year study. Here are the key findings from its exhaustive report.
September 11 -
Vice President Kamala Harris sought to outline proposals on housing and a child tax credit, while former President Donald Trump highlighted an aggressive tariff plan.
September 10 -
The increase would "ensure that the wealthy and big corporations pay their fair share" at a level that also "rewards investment in America's innovators, founders and small businesses," Harris said.
September 5 -
The move is the latest salvo in an escalating tax policy duel between Harris and Trump, with high stakes for the American economy.
September 3 -
The GAO investigated industry disclosures and conducted undercover calls to evaluate "where issues around conflicts of interest and investment advice stand today."
August 28 -
The decision hinging on the definition of "inventory" in the sale of a highly valuable position in a U.S. partnership resolved a saga that began 16 years ago.
August 23 -
Now the questions are: how much, and how often.
August 23 -
The outcome of the November election is likely to have a significant effect on interest rates, tax cuts and deregulation — in turn affecting client portfolios.
August 19 -
Vice President Kamala Harris and former President Donald Trump have laid out widely divergent plans for handling the sunset date for many parts of the TCJA.
August 19 -
The federal funds rate is currently at 5.25% to 5.50%, the highest in over two decades, but many financial advisors and analysts see that falling as soon as next month.
August 16 -
Vice President Kamala Harris outlined a raft of populist economic proposals in her first major economic speech since securing the Democratic presidential nomination, including some aimed at lowering housing costs and boosting supply.
August 16 -
Harris economic proposals envision tax cuts and subsidies
August 16 -
Missouri Secretary of State John Ashcroft's office said the ruling was "not just legally deficient but also morally wrong."
August 15 -
In 2012, Walz said at the time he did not own any stocks himself. More than a decade later, he still doesn't.
August 8 -
Activist shareholders targeted 449 companies with mostly large market capitalizations.
August 7 -
Gary Quinzel, vice president of portfolio consulting at Wealth Enhancement Group, gives his views about monetary policy and offers his opinion on the FOMC statement and Fed Chair Jerome Powell's press conference.
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Decisions granting a stay during industry lawsuits challenging the regulation point to a high bar of judicial scrutiny.
July 31 -
Before he became a Republican vice presidential candidate, and shortly after he published "Hillbilly Elegy," JD Vance worked for five years in venture capital.
July 29 -
Opponents of the new regulation won a legal victory in a ruling that places it in a stay during their lawsuit challenging the legality of the changes to ERISA.
July 26



















