Advisor News

In 2017, during Trump's first term, Congress passed a 1.4% tax on investment income from university endowments that have at least $500,000 per student and at least 500 students— which translates to a minimum endowment of $250 million, although the threshold is larger for bigger universities. Wellesley College economics professor Phillip Levine, in a…

Despite just beginning their careers, many Generation Z investors are already evaluating their retirement prospects – and many feel uneasy about their financial futures.

In 2017, during Trump's first term, Congress passed a 1.4 percent tax on investment income from university endowments that have at least $500,000 per student and at least 500 students— which translates to a minimum endowment of $250 million, although the threshold is larger for bigger universities. Wellesley College economics professor Phillip Levine, in a…

The Iowa state government will be dipping into reserve funds to meet spending obligations in the 2026 fiscal year under the budget passed by lawmakers in 2025— a decision Republican leaders said was accounted for when they approved income tax cuts, but that Democrats said could leave the state in a risky position in the case of economic downturns.

FAIRMONT— Monongah resident Amy Davis is on disability and Medicaid. But with the changes to Medicaid proposed by House Republicans in Washington, it’ s not herself she’ s worried about. The reason Davis is worried about how many hours her daughter can put into work is because House Republicans put forward the strictest work requirements they’ ve ever advanced as…

No one ever accused Donald Trump of knowing much about the economy. That fact comes through loud and clear in his tax cut proposals. These were exempting tips, Social Security, and overtime pay from taxes, and also making the interest on auto loans tax deductible.

Thrivent plans to hire nearly 600 new financial advisors in 2025 for a range of roles across multiple advisory models – from employee to independent – with an emphasis on strengthening and expanding advisor teams.

For the first time, retirement-related challenges topped the list of financial concerns keeping Americans up at night.

Almost all workers saving in 401(k) plans (93%) say it is important for their retirement plans to provide options for converting savings into guaranteed monthly retirement income that never runs out, while 87% think employers have a responsibility to help employees achieve retirement income security.