Advisor News

KKR, a leading global investment firm, today released“ No Turning Back,” a new Insights piece by Henry McVey, CIO of KKR’ s Balance Sheet and Head of Global Macro and Asset Allocation. Based on a proprietary survey of nearly 50 Chief Investment Officers who collectively oversee over more than $8 trillion dollars in assets, the report examines how leading insurance…

Former President Trump's potential plan to exert more influence over the Federal Reserve is alarming experts and investors. Even so, experts say Trump's attempts could seriously harm the U.S. and its role as the center of the financial world. "If it becomes clear that there's going to be a Fed chair that answers to the president, I would expect a dramatic reaction…

If you own a business and you offer a 401 or similar retirement plan to your employees, you'll want to stay current on the various changes affecting these types of accounts. And in 2024, you may find some interesting new developments to consider. To help address this problem, Congress included a provision in Secure 2.0 that allows employers the option to provide…

A new report published from the 34th annual Retirement Confidence Survey finds workers’ and retirees’ confidence has not yet fully recovered from the significant drop seen in 2023, but majorities remain optimistic about their retirement prospects and the lifestyle they envisioned.

A strong economy and higher inflation numbers so far this year have surprised investors, leading them to push back expectations for Federal Reserve interest rate cuts. Interest-rate futures positions indicate the Fed won't act until July or September, according to the CME FedWatch tool. David Solomon, CEO of vaunted investment bank Goldman Sachs.

At the beginning of the year, investors were euphoric about the potential for interest-rate cuts from the Federal Reserve. As of April 19 a blend of profit numbers for the S&P 500 companies that have reported first-quarter earnings and analyst expectations for those that haven't showed a 0.5% increase in net income for the quarter, according to FactSet.

Lisa McElhone, 44, of Philadelphia, told a federal judge Monday that she dodged taxes owed in Pennsylvania by lying on tax forms about where she and her husband lived. Though they spent most of their time at their $2.5 million Haverford home and, in his case, working out of Par Funding's Old City offices, the couple claimed to be residents of Florida, which has no state…

What tips can you offer retirees with health issues who are planning some trips? If you're traveling abroad, the U.S. consulate or embassy in the countries you're visiting is a good place to get a referral. Or use the International Society of Travel Medicine's directory at ISTM.org.

Stubborn inflation might affect assumptions the Federal Reserve will cut interest rates this year. "Recent data suggest it may take more time than I had previously thought to gain greater confidence in inflation's downward trajectory, before beginning to ease policy," Boston Fed President Susan Collins told Reuters. Q: Will the Federal Reserve still cut rates…

The U.S. Federal Reserve has a highly unenviable task— to drive inflation back down to its target rate of just 2%. In June 2022, inflation had soared to a 42- year high of 9%. To the Fed's credit, by June 2023, inflation had declined to 3.1%.

Women are candid about their fears and concerns when it comes to their health.