Republican Tax Bill Adds $2.4T to Deficits: CBO
By Jarrell DillardThe figure reflects a $3.67 trillion drop in expected revenues and a $1.25 trillion decline in spending through 2034.
June 04, 2025
Number of 401(k) Millionaires Drops Nearly 5%The market downturn in the first quarter substantially reduced that cohort on Fidelity’s platform.
June 04, 2025
Mariner Scores $1.4B Firm Serving AthletesTaurus Asset Management is based on Madison Avenue in New York and is taking on the Mariner brand.
June 04, 2025
Bill Advancing in Congress Creates Senior Fraud Task Force at SECThe Senior Security Act passed the House Financial Services Committee and would help strengthen protections against financial predators.
June 04, 2025
$1T RIA Aggregator Captrust Names New Head of M&AMike Wunderli joins Captrust from Echelon partners, where he served as a managing director since 2016.
June 04, 2025
Variable Annuity vs. 60/40 Portfolio: Which Won Wade Pfau's Retirement Income Face-Off?Putting 30% of assets in a contract greatly increased the odds of success, but a hypothetical 95-year-old had problems.
June 04, 2025
House SALT Deal Will Have to Change, Senate Leader SaysSen. John Thune believes the $40,000 maximum deduction is not acceptable to his chamber.
June 03, 2025
BlackRock Escapes Texas Oil-Boycott Blacklist After ESG RetreatThe state's pension funds and investment accounts can buy the firm's shares and ETFs and hire it for advice.