California Wealth Planning Execs Die in Plane Crash
By Melanie WaddellMark and Vickie Spelts of Chico perished Wednesday near Kansas City.
August 28, 2025
Client Sues Advisor, MassMutual Over Premium-Financed Life StrategyThe plaintiff says the advisor should have used a 1035 exchange to get him a better deal.
August 28, 2025
7 Tricky Social Security Tax Rules to KnowUp to 85% of clients' benefits may be subject to federal income tax if their combined income exceeds certain thresholds.
August 28, 2025
Ryan Detrick: Powell Rally Could Signal Strong Stock PerformanceThe surge was a rare event in which 90% of NYSE stocks and volume moved higher, the strategist notes.
August 28, 2025
Record Attendance Expected at 2025 Future Proof FestivalMore than 5,000 advisors, wealth managers and other professionals are anticipated to be at the educational and networking event.
August 28, 2025
10 Stock Picks of the Best Fund Managers in 2025: MorningstarSome stocks that top managers have been buying look fairly valued, the researcher notes; others are undervalued.
August 28, 2025
Edward Jones Lays Off Hundreds of Home Office EmployeesThis week's job cuts are tied to hundreds more voluntary separations that took placce earlier this year, the firm said.
August 28, 2025
New $6,000 Deduction for Seniors Doesn't Repeal Social Security TaxesThe recent statement that Trump's tax law "eliminated federal income taxes on Social Security" is misleading, groups say.