5 Republican Senator Ideas for Supporting Home Care
By Allison BellLawmakers discussed beefing up Medicaid home care benefits and caregiver pay at a Senate Special Committee hearing.
March 24, 2022
Why Your Tax Refund May Be Bigger This YearRecent statistics show tax refunds for 2021 are running 13% higher than for 2020. Here's why.
March 24, 2022
DFA Adds 4 New ETFsThe firms's new international equity exchange-traded funds have net expense ratios ranging from 0.23% to 0.42%.
March 24, 2022
Why Social Security Claiming Really Counts for Wealthy ClientsStrategic claiming can produce $100,000 for income or legacy goals — easily earning advisors "investment alpha."
March 24, 2022
Beware of These Backdoor Roth Dangers: Advisors' AdviceSeven advisors weigh in on key issues to avoid when considering this retirement tool for their investor clients.
March 24, 2022
Fidelity Enhances Bond Beacon: Tech RoundupAlso, Oppenheimer has launched its Investor Gateway wealth management technology platform.
March 24, 2022
SEC Prevails in 12b-1 Fee Case Against Advisory FirmRather than settle, the firm says it spent two years fighting to stop the SEC's push to create "new regulation without following the formal rule-making process."
March 24, 2022
10 Ways to Work the Crowd at Outdoor EventsOutdoor events can be fun. They also come with their own business opportunities for advisors.