Wealthy Investors Seek Purpose-Driven Investments After Pandemic
By Michael S. FischerA new survey by UBS finds 9 in 10 investors want to align their investments with their values.
June 02, 2021
Pandemic Sharpened Many Americans' Financial Discipline: PollAnd nearly all respondents expect their newfound habits to endure, a survey from Northwestern Mutual has found.
June 02, 2021
Donor-Advised Funds' Surge May Have Cost Charities $300B Over 5 Years: StudyIndividual giving has shifted substantially toward donations to DAFs and private foundations.
June 02, 2021
SBA Closes PPP Loan ProgramWhile the PPP had its problems, clients who used it found it beneficial, planner Leon LaBrecque said.
June 01, 2021
'Investment Club' Operator Convicted of Running Ponzi SchemeThe defendant allegedly obtained over $2 million from almost 100 investors, lost some of it and used some for personal expenses.
June 01, 2021
Advisors' Interest in Crypto Assets Rising: FPA SurveyFifteen percent of advisors said they used or recommended cryptocurrencies, up from 1% in 2020.
June 01, 2021
Social Security Uncertainty Can Cause Costly Retirement Planning Mistakes: StudyResearchers estimated the cost to workers of waiting too long to address Social Security funding.
June 01, 2021
2 Tax Surprises Revealed in Biden's BudgetBiden's proposal to eliminate the step-up in basis at death went further than expected, Andy Friedman says.