Economy & Markets
The important economic and stock market news that advisors need to know.
Should Lawmakers Block Biden's Infrastructure Bill Over SALT Cap?
By Robert Bloink | William H. ByrnesTwo professors debate whether the $10,000 cap on the deduction for state and local taxes should be repealed.
April 27, 2021
Biden Aims to End 'Step Up in Basis' Benefit for EstatesTax package will end an inheritor-friendly policy, bump up the top income tax rate and fund more IRS audits.
April 26, 2021
IRS to Fix Inherited IRA Guidance That Confused AdvisorsThose who inherited an IRA in 2020 should wait for more guidance from the agency before taking a 2021 RMD, Ed Slott says.
April 26, 2021
Which Tax Hikes Are Most Likely?Tax measures floated by President Biden and lawmakers prompt a hot debate; tax experts Greg Valliere and Allison Hutchins weigh in.
April 23, 2021
More Business Owners Plan to Retire Early: SurveyA Wilmington Trust survey found that the share of business owners planning early retirement nearly doubled from a year ago.
April 22, 2021
International Small Cap Managers Need to Go Extra Mile for ESGThis category of managers need to overcome several challenges to ensure the companies in their portfolios meet ESG criteria.
April 20, 2021
Get Ready for Higher Student Loan Interest RatesHigher interest rates aren't the only change to expect ahead of the upcoming school year.
April 19, 2021
How Interest Rates Affect Growth vs. Value StocksRates have risen on increased inflation expectations amid a reopening economy and crazy amounts of stimulus.