'A Mortgage for Your 401(k)': Advisors See Peril, and Promise, in New Offering
By John ManganaroA platform enabling leverage in retirement accounts has left many advisors skeptical, while others see a potential role.
May 14, 2025
House Tax Bill Extends Crucial Deductions for Business-Owning ClientsThe bill reinstates 100% bonus depreciation and increases the break on qualified business income.
May 14, 2025
Will the Multi-Year Guaranteed Annuity Spigot Run Dry?Some issuers are still happy to sell them, but some are less enthuastic about offering high guarantees.
May 14, 2025
Could Annuity Provisions Still Show Up in the Big Tax Bill?Probably not, but they could.
May 13, 2025
House Tax Plan: The Details Advisors Need to KnowJeff Levine breaks down key provisions of the House Republicans' draft tax bill, up for debate Tuesday.
May 13, 2025
Optimism Is Back as Stocks Rally on China Tariff DealEd Yardeni boosts his S&P forecast, while bullish Jeremy Siegel notes stock optimism assumes tariff resolution.
May 07, 2025
Does the ‘Plain Vanilla’ 60/40 Portfolio Really Need More Flavor?A U.S. stock/bond mix has outperformed more diversified blends, but some advisors prefer to spice it up.