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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 -
Many advisors expressed optimism that tariff-induced volatility was calming, but others said they are concerned about the long-term effects of the so-called Big Beautiful Bill.
July 8 -
A provision in Trump's tax and budget law gives seniors 65 and older a new deduction that offsets Social Security taxes for most retirees. While it helps many keep more money, it also accelerates the program's insolvency.
July 7 -
Republicans will be planning a victory lap and Democrats will be thinking about their election strategy. But financial advisors and tax pros will be preparing their clients.
July 3 -
Politics are playing an outsize role in portfolio management. Here's how experts see the fixed-income sector changing under the pending One Big Beautiful Bill Act.
June 30 -
Older Americans are worried about when to claim Social Security. Financial advisors need to have much different conversations with their younger clients.
June 24 -
In February, the organization released its "Generative AI Ethics Guide," which may be updated based on the group's findings.
June 13 -
U.S. regulators have asked Wall Street firms racing to launch solana exchange-traded funds to revise their paperwork.
June 12 -
The impact of President Trump's push against diversity, equity and inclusion programs at the SEC remains murky, according to a watchdog report.
June 11 -
Advisors must develop frameworks to help clients maintain financial discipline amid political turbulence. Here are three filters to use as conversation starters.
June 11
Radiant Wealth Management -
By far the most significant factor behind the jump in this month's Financial Advisor Confidence Outlook (FACO) was the outlook for the overall economy.
June 6 -
The immediate dispute centers on two proposed funds from ETF firms REX Financial and Osprey Funds that would allow investors to earn rewards by deploying ether and solana tokens to help validate blockchain transactions, a process known as staking.
June 5 -
The dome of the U.S. Capitol Building in Washington, D.C., is reflected upside down in a puddle outside of the structure
June 2 -
Expanded 529 plans and pass-through deductions are a boon for the wealth management industry, but the sweeping tax bill comes with its challenges.
May 29 -
The Trump administration is changing many prior policies, but supporters of this proposal are calling for further action to protect the complex tax savings maneuver.
May 28 -
A comprehensive but digestible look at the product of months of negotiations.
May 13 -
Only two out of nine firms included the total amount of money involved in revenue sharing — a practice critics say should be ended entirely — in their disclosures.
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