After whipping potential holdouts overnight, House Republicans passed President Donald Trump’s $4.5 trillion tax breaks and spending cuts bill Thursday…
Over the past decade, U.S. equities have dominated global markets leading investors to wonder whether international stocks still have a place in a diversified portfolio.
The Senate passed President Donald Trump’s controversial budget today, which makes significant changes to tax policy and extends the 2017 Tax Cuts and Jobs Act.
Three industry organizations have praised the signing of H.R. 1 – also known as the Big Beautiful Bill – calling out provisions related to tax reform.
Pennsylvania "s hospitals and health care providers could be among the biggest losers under President Donald Trump’ s tax cut and spending bill, which passed the U.S. House on Thursday and will be sent to Trump to sign into law. For Pennsylvania hospitals, the cuts amount to about $4.5 billion per year over the next decade, said Nicole Stallings, president and CEO of…
Only two Republicans opposed the bill when it came back to the U.S. House for a final vote, after passing in the U.S. Senate earlier this week. Begich said he was "honored" to vote for the bill, highlighting provisions that are set to expand resource development in Alaska and increase spending on border security. "This legislation fulfills our longstanding goal:…
After whipping potential holdouts overnight, House Republicans passed President Donald Trump’s $4.5 trillion tax breaks and spending cuts bill Thursday…
Over the past decade, U.S. equities have dominated global markets leading investors to wonder whether international stocks still have a place in a diversified portfolio.
The Senate passed President Donald Trump’s controversial budget today, which makes significant changes to tax policy and extends the 2017 Tax Cuts and Jobs Act.
Eligibility rules can devastate families financially if proper planning is not in place.
Bitcoin’s unique properties — diversification potential, inflation resistance and institutional momentum — make a compelling case for a modest allocation in client portfolios.
A new research report, “2025 Retirement Confidence Survey: A Closer Look at Black Americans,” published by the Employee Benefit Research Institute and Greenwald Research, found that Black Americans, on average, report higher incidences of lower incomes and assets coupled with higher likelihoods of problematic debt.
The missing link in long-term care planning isn’t only about products or strategies, it’s about people’s mindsets.
While most first-generation advisors are unprepared to make the succession handoff, next-gen advisors are growing frustrated enough to leave.
More Americans say that they are too nervous to invest right now and are worried about their retirement savings more than they have in the last six years as extreme market volatility ripples through the economy, according to the 2025 Q2 Quarterly Market Perceptions Study from Allianz Life.
Registered investment advisors are feeling better about inflation, according to the latest RIA Economic Outlook Index released by Security Benefit in partnership with Greenwald Research.
In the world of life insurance, guarantees have reigned supreme. But new research suggests flexibility also may be highly valued.
Moms who work in the advisory profession say they are fulfilled in their careers, with 9 out of 10 saying they are highly satisfied in their chosen careers.
The CFP Board has convened an AI Working Group to explore how artificial intelligence is transforming the financial planning ecosystem and to define the evolving role of human expertise in the future.
The annual Global Financial Wellbeing Report from nudge has revealed a global decline in hope for a positive financial future.
A nearly overlooked feature in President Trump’s “One Big Beautiful Bill” would provide a $1,000 investment account for American babies.
Jim Banks, R- Indiana, issued the following news release:. WASHINGTON, D.C.- Today, Senator Jim Banks introduced the Protecting Americans' Retirement Savings Act. The bill prohibits ERISA-covered retirement plans from investing in companies based in foreign adversary countries, including China, Russia, North Korea, and Iran.
Solutions like long-term care insurance, retirement investments and life insurance can all help mitigate risks from medical costs in retirement.
