The wise minds at Moody’s Investors Service finally acknowledged last week what the other two main credit rating agencies did ...

When expectations for public market returns are uncertain, private infrastructure has the potential to be an attractive ...

BlackRock Inc. is increasing exposure to AI within its equity-heavy portfolios through the iShares AI Innovation and Tech Active ETF (ticker BAI). The actively managed fund quadrupled in size after it ...

After a marathon overnight session by the House Rules Committee, House Republicans appear close to finalizing a deal that would raise the federal cap on state and local tax (SALT) deductions from ...

Hightower, the Chicago-based RIA aggregator, has taken a strategic stake in Smith Anglin, a Dallas-based financial planning and wealth manager that manages about $2 billion in client assets and is ...

The current write-off is capped at $10,000, a limit imposed in Trump’s first-term tax cut bill. Previously, there was no limit on the SALT deduction and the deduction would again be uncapped if ...

The Mather Group, a Chicago-based registered investment advisor with offices across the country, has acquired Pillar Wealth Management Inc., a Walnut Creek, Calif.-based wealth management firm with ...

Empathy isn’t just feel-good fluff—it drives outcomes. Clients who feel understood are more likely to follow your advice, stick to long-term plans, and remain loyal when things get rough. Behavioral ...

Beneficiary RMDs—Under The 10-Year Rule The same planning applies to IRA beneficiaries under the SECURE Act rules requiring ...

Many American retirees are stressed out about inflation, rising healthcare costs and insufficient savings. And they worry that the economic uncertainty is affecting their overall health.

Johnson’s plan expands upon the $30,000 cap for individuals and couples included in the initial version of the tax bill released last week. That draft called for phasing down the deduction for those ...

Many advisors recommend retirees keep 12 to 24 months of essential expenses in liquid, low-risk cash-equivalent accounts such as money market funds, high-yield savings accounts and short-term CDs to ...