Chairman-Elect Joe Votava Resigns From CFP Board of Directors
Current Chairman Richard Rojeck to assume duties; new chairman to be elected in June to replace Votava.
Rising Rate Consensus Is Wrong: Research Affiliates
Worried about rising rates? Don’t be. But there’s ample room to be worried about the reason rates won’t be rising much, Research Affiliates warns.
Wells Fargo Sees Q1 Profit Drop on Weaker Bank Results
Meanwhile, wealth and brokerage operations boost net income 18% in the period.
How to Get the Most Out of a Donor-Advised Fund: Vanguard
A new guide from Vanguard Charitable offers advice for donor-advised fund clients.
JPMorgan Profit Rises 12% on Gains From Stock, Bond Trading
The bank boosts earnings on asset management 11% to $502 million, as total assets for the unit hit $1.8 trillion.
Army Vet Posed as Broker to Bilk Soldiers, SEC Says
Leroy Brown Jr., an Army veteran, is accused of luring service members and other investors with false guarantees to double or triple their money.
Under the Hood: Stock Market Valuation, Pt. 1: Buffett’s Choice
To begin our look at the most popular stock market valuation tools, we consider Warren Buffett’s favorite.
20 Social Security Tax Facts You Need to Know
A Tax Facts expert answers questions on Social Security and taxes that many of your clients are likely pondering.
Top 10 Dumbest States for Financial Literacy: 2015
Residents of these places have a lot to learn about money basics.
What Americans Really Think About Taxes: Pew
One surprising finding: More than a third of taxpayers say they like doing their taxes, according to Pew Research.