Politics and policy
Politics and policy
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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