Tax and Spending Bill Expands Savings Options for Children
By Robert Bloink and William H. ByrnesThe legislation creates Trump accounts for minors and boosts 529 education plan benefits.
July 23, 2025
Advisor Fined for Impersonating Clients on CallsNo clients were harmed, Chad Rogers of Oklahoma told FINRA.
July 23, 2025
Crossmark, Bob Doll Launch 2 Active ETFsThe faith-based investment management firm cited investor demand for active, transparent funds focused on values.
July 23, 2025
House Passes 2 SEC BillsUnder the bills, the SEC would create a senior investor task force and update its small business definition.
July 23, 2025
13 Best Dividend ETFs for Passive Income: MorningstarThese highly rated funds are expected to outperform over a full market cycle, Susan Dziubinski writes.
July 23, 2025
12 States With the Highest Life Insurance Premium Spending per AdultHigh-ranking states may have a quiet force promoting economic stability for families.
July 23, 2025
7 Ways Business-Owner Clients Can Prep for Natural DisastersNearly one-third of Americans have taken no financial steps to get ready for adverse events, polling shows.
July 23, 2025
New Trump Tax Breaks Raise Big QuestionsStaff cuts are complicating efforts at Treasury and IRS to put intricate new policies into action.