Spending Deal Would Keep Social Security Budget Flat
By Melanie WaddellTax legislation is also in the works and could be attached to a spending bill.
January 08, 2024
Commonwealth Launches Virtual Paraplanning ProgramParticipating advisors are matched with two virtual paraplanners who act as an "extension of their firm."
January 08, 2024
BlackRock Says Last Year's Risk Rally Has Legs 'Well Into 2024'BofA, Goldman Sachs and other firms also expect the S&P 500 to soar to record highs this year.
January 08, 2024
Bob Doll: Stock Prices Suggest Good News Baked InInvestors appear to be having second thoughts on how many rate cuts to expect, the market forecaster said.
January 08, 2024
Jamie Hopkins: What Does 'Going Independent' Even Mean Now?Many of the places advisors wanted to break away from have adjusted their models and modernized.
January 08, 2024
Social Security Gets 2024 Wage Base BoostMore than $8,000 in additional wages are subject to the Social Security tax in 2024.
January 08, 2024
Blackstone's First PE Fund for Rich Individuals Gets $1.3BThe move challenges conventional wisdom that advisors and investors should seek out only stocks, bonds and index funds.
January 08, 2024
Estates Sue Over $26M in Life Policies Held by U.S. BankThe plaintiffs call the policies stranger-originated and maintain that investors have no right to the death benefits.