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Winners and Losers in Democrats' Signature Tax and Energy Bill
By Laura Davison, Erik Wasson and Ari NatterHere's a look at which groups and politicians come out on top and who takes a hit from the landmark bill, which now moves to the House.
August 04, 2022
Jeffrey Levine: 5 Secrets to Making the Most of a Last-Ditch Income StrategySOSEPPs, also known as 72(t) payments, provide early access to retirement savings, but the hazards are many.
August 04, 2022
12 Best & Worst Broker-Dealers: Q2 Earnings, 2022In the worst quarter for the S&P 500 since 2020, four big BDs reported earnings growth.
August 03, 2022
The Fatal Flaw in Your Retirement Plan's Target Date FundsIn a high-inflation environment, the investment strategy of today's TDFs fails to help retirees meet their need for income preservation.
August 02, 2022
Citi's New Wealth Unit to Add 500 JobsThe decision to expand the bank's wealth management offerings was "blindingly obvious," said Citigroup CEO Jane Fraser.
August 01, 2022
Manchin-Schumer Deal Has a New HurdlePrivate equity firms are pushing to strike language that suggests carried interest be taxed at a higher rate.
August 01, 2022
Income Obsession Sweeps Across Asset Classes as Stocks SwerveIn the $6.6 trillion ETF arena, three dividend-focused funds rank among the top 10 in terms of equity inflows so this year, Bloomberg reports.
July 28, 2022
Rich Wall Streeters Face Shock Tax Hike While Rest of Wealthy EscapeSenator Joe Manchin supports ending the carried interest tax break and increasing IRS audits but has rejected raising the $10,000 SALT deduction.