What Trump's Win Means for the Markets: 3 VIP Views
By Dinah Wisenberg BrinSchwab's Liz Ann Sonders, Creative Planning's Peter Mallouk and Carson Group's Ryan Detrick weigh in on what strategies to embrace.
November 06, 2024
What Trump's Win Means for Estate Tax PlanningOne tax expert from Kitces.com says it's now quite likely that the current estate tax exemption will be extended.
November 06, 2024
S&P 500, Bitcoin Hit Peak as Trump to Retake White HouseThe market is more focused on the positive aspects of Trump's agenda with less concern on tariff impacts and wider policy outcomes.
November 06, 2024
5 Ways Trump's Election Could Affect Life and Annuity PlayersThe climate for rollover sales standards and federal estate taxes will change.
November 05, 2024
Taxes, Tariffs and More: 5 Key Economic Stakes of the ElectionTrump's promised to extend tax cuts passed during his first term, which Harris would do only for those earning less than $400,000.
November 05, 2024
How Much Does the Frequency of Retirement Withdrawals Matter?A recent research paper offers up some unexpected results regarding the best ways to manage retirement income.
November 01, 2024
Race for Private-Credit ETFs to Face SEC ScrutinyA planned State Street-Apollo ETF will have to comply with a rule that caps illiquid investments in a fund's net assets at 15%.
October 31, 2024
What to Know About Investing in Private CreditThe private credit market has grown about 50% in four years. Should your clients invest?