For the most part, financial advisors are maintaining a feeling of stagnant unease about the overall…
Tag: Politics and policy
OBBBA impact on charitable donation strategies
Financial advisors and tax professionals may soon be getting questions from wealthy clients about whether they…
SmartAsset studies international RIA registrations
There are only about 1,200 registered investment advisory firms that have filed with both the Securities…
Financial advisor Monique Street makes advocacy her mission
Life as a military spouse moves fast: deployments, a growing family and countless relocations. For Monique…
What OBBBA means for HSAs: key takeaways for advisors
Health savings accounts (HSAs) remain one of the most versatile tools in a client’s financial planning…
Non-grantor trusts could stack big tax breaks under OBBBA
The One Big Beautiful Bill Act will lead to a “renaissance” of income tax planning through…
Bipartisan bill would create catastrophic LTSS insurance
Rising long-term care costs can upend even the best retirement plans. But a bipartisan bill could…
Armed forces judge to lead SEC enforcement
Margaret “Meg” Ryan will lead the Securities and Exchange Commission’s enforcement division, putting a military judge…
Financial advisors nervous as stock market hits record
Last week, the Dow Jones Industrial Average briefly touched all-time highs. So, financial advisors should be…
The top 20 energy ETFs of the past 3 years
Global uncertainty is has been roiling energy ETF returns in recent months. Over the past three…
Tax and trade issues financial advisors are facing
Global trade and tax policy questions with as-yet elusive answers could expose the U.S. economy and…
How businesses get big tax savings in OBBBA
Financial advisors and tax professionals with clients who own businesses of any size can help them…
Tax planning for parents under OBBBA
The One Big Beautiful Bill Act hiked and enshrined some tax savings for parents into permanent…
How Trump’s OBBBA is affecting Gen Z retirement
Gen Z is already struggling to stay afloat amidst a turbulent economic climate, and now, President…
Student loan cap poses planning problems for advisors
Students planning to pursue advanced degrees could soon face a complicated financial situation thanks to a…
Uptick in CPI inflation complicates case for rate cuts
Inflation continued to rise in June, driven by rising costs of housing and suggesting the Trump…
Federal retirements hit new highs as advisors brace for more
A sharp rise in federal retirements, coupled with an expected wave of more government layoffs, is…
Real estate tax planning strategies with pitfalls
The Trump megalaw opened more pathways to tax savings on real estate investments atop the substantial…
Trump investment accounts join crowded field
Starting in 2025, every American newborn will receive a $1,000 government-funded investment account. The Trump administration…
Advisor confidence positive for the first time in six months
Financial advisors’ confidence levels have risen out of negative territory for the first time in half…