Trump’s Policies: Market Impact vs. Economic Impact
They are not the necessarily the same, according to the head of risk at Horizon Investments.
LPL Checks In on 3 Trump Trades
LPL’s Burt White says recent underperformance likely reflects some loss of confidence in the Trump agenda.
Jobless Rate for College Grads Falls to Lowest Level Since Recession
The NY Fed's latest update on the job market for college grads reinforces the value of a college education both short and long term.
DOL Fiduciary Rule Foes Say Delay Falls Short of Trump Order
Ken Bentsen, president and CEO of SIFMA, sees problems with Labor's "convoluted" ruling.
DOL Releases Its Delay of Fiduciary Rule
DOL issues final rule to delay compliance date by 60 days; asks for comments on Trump memorandum.
The New Shape of US Household Debt
Household debt has been reshaped in ways that could potentially affect how advisors help manage clients' liabilities, the New York Fed reports.
DOJ Says DOL Fiduciary Rule Delay Coming Wednesday
In court filing, DOJ says OMB review of Labor’s draft fiduciary rule is "nearly complete."
3 Steps to Offering Fiduciary-Friendly Rollover Advice
Financial advisors can proactively take these steps to help make the most of the rollover opportunity while preparing for potential changes in the future.
Save Our Savings Coalition Launches in Face of Tax Reform
Groups worry that the tax incentive for retirement plans will be reduced.
What Are Taxes on a Lump Sum Payout of an Annuity?
Find out the tax consequences when an annuity owner takes the lifetime maturity proceeds or cash surrender value in a lump sum cash payment.