Economy & Markets
The important economic and stock market news that advisors need to know.
Biden's $7.3T Budget Sets Up Tax Fight With Trump
By Justin Sink & Erik WassonNew services, middle-class tax breaks and price controls would be funded by higher taxes on the wealthy and corporations.
March 08, 2024
15 Biggest U.S. Mega-Donors to Charity in 2023These donors gave away $175 million or more last year, according to the Chronicle of Philanthropy.
March 08, 2024
11 Hot Takes on Portfolio ManagementYou should be able to save clients more in taxes than you charge in fees, Smartleaf's president says.
March 07, 2024
12 Unhealthiest Big Cities in America: 2024Health risks like obesity, smoking, drinking and air pollution are more prevalent in these cities, SmartAsset finds.
March 07, 2024
Debate: Should Partially Vested Workers Be Able to Take Matching Contributions as Roth?Thanks to Secure 2.0 changes, employers and employees have new options in adding to retirement savings plans.
March 07, 2024
Billionaire, Corporate Tax Hikes Will Be Focus of State of the UnionBiden also wants Congress to pass a law reducing tax deductions for any company that pays an employee more than $1 million.
March 07, 2024
15 States With the Highest Tax Rates: 2024Even residents in states with low or no income taxes may still get a hefty bill, WalletHub found.
March 06, 2024
Secure Act 2.0 Smooths Path for Small-Business Retirement Plan Do-OversThe law makes it easier to switch from SIMPLE IRAs to a safe harbor 401(k).