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House Freedom Caucus Chairman Andy Harris says he is open to the creation of a new 40% tax bracket for those earning $1 million or more, lending credence to an idea Republicans are considering as a way to offset some new tax cuts.
April 8 -
From "super catch-ups" to the saver's match to "Rothification," 2025 looks to be a bumpy year for retirement nest eggs.
April 8
IRALOGIX -
Veterans of the dot-com bubble of the late '90s, the early 2000s recession, the 2008 financial crisis and COVID-19 shutdown of 2020 say the more things change, the more things stay the same.
April 7 -
Donor-advised funds are continuing to grow while enjoying substantial tax deductions -- even as many contributions go to other DAFs.
April 7 -
Bonds have always been a haven for investors, but new products could draw financial advisors and clients seeking higher yield than those of passive ETFs.
April 7 -
Traders are struggling to predict the Fed's next move amid rising recession fears, volatile rate-cut bets and growing uncertainty over global tariffs.
April 7 -
The JPMorgan Chase CEO voiced concerns about President Trump's tariffs, warning of potential economic instability, inflation and damage to international alliances.
April 7 -
President Donald Trump's much bigger-than-expected tariff hikes increase the urgency of the Republican tax-cut package now in negotiation.
April 7 -
Financial advisors have the opportunity to spur important discussions and bring peace of mind to the uncertainty around the Tax Cuts and Jobs Act, an expert said.
April 4 -
As Donald Trump's policies rattle the economy, partisan identities are driving investors toward very different outlooks on the stock market.
April 4 -
More than 60 lawyers wrote in response to a memo by Deputy Attorney General Todd Blanche that called for a broad reorganization of the department.
April 4 -
As markets react to the tariffs, financial advisors are considering the short- and long-term impacts.
April 3 -
The founder of Tulsa Innovation Labs is calling for changes to draw more investments from civic-minded financial advisors and clients in their local communities.
April 3 -
The Internal Revenue Service reportedly intends to reinstate thousands of probationary employees who were fired after two courts ordered it to do so.
April 3 -
The wrong asset location could defeat the whole purpose of the strategy, according to a new study on Treasury inflation-protected securities.
April 2 -
Investment management alone is insufficient for many firms, who view at least some level of financial planning to be essential.
April 2 -
A sizable increase to the current $10,000 limit on SALT write-offs would represent a major victory for a crucial group of swing-district House Republicans.
April 2 -
Forming a trust now and funding it after Congress decides whether to keep the current gift tax exemption rate could make for an effective preemptive strike.
March 25
Casner & Edwards -
Retirement savings can stretch further in some states than others, but retirees don't appear to care much about that fact, data shows.
March 24 -
Ahead of Tax Day, annual return filings consume a lot of attention, but advisors and other experts say they pose opportunities for growth and savings as well.
March 21

















