What's Next for the Trump Tax Bill
By Lillianna Byington"We are so far away from an acceptable bill, it’s hard to say," said Sen. Ron Johnson, R-Wis.
May 22, 2025
Ex-Osaic Advisor Who Accepted $1M Bequest From Client Faces Fine, SuspensionThe advisor didn't notify his firm or receive approval to accept the bequest, according to FINRA.
May 22, 2025
10 Stocks Top Fund Managers Are Buying: MorningstarThis is where the “smart money” has been going, according to investment specialist Susan Dziubinski.
May 22, 2025
Texas Bill Could Speed Up Annuity Exchanges and TransfersInsurers would have to complete many of the transactions within 30 days after receiving a request.
May 22, 2025
Hightower Stakes $2B Aviation-Focused Wealth GroupThe 34-member practice is based in Dallas.
May 22, 2025
House Passes Tax Package by 215-214 VoteA 42-page manager's amendment was added but did not appear to affect the health account provisions.
May 22, 2025
House Passes Trump Tax BillThe bill now heads to the Senate, where groups of Republicans are pressing for extensive changes.
May 21, 2025
6 Secrets Clients Keep From AdvisorsWhile not intended to derail financial plans, these omissions can hinder tailored and effective planning.