A virtual family office provides high-net-worth families with enhanced flexibility, scalability and cost-effectiveness.

The SALT issue has been one of the most contentious for the House GOP to resolve as party leaders try to ram a multi-trillion-dollar tax cut package through the House in May. The larger the cap ...

Loans taken out by smaller companies weakened at a faster rate between 2023 and 2024 than those by bigger companies, yet overall credit quality remains stronger than before the pandemic, according to ...

A proposal by the nonprofit Tax Foundation to eliminate green-energy tax credits is gaining momentum with GOP lawmakers as a way to pay for the extension of the 2017 Tax Cuts and Jobs Act (TCJA) ...

These days Al-Asaad, 30, has more venture backers. He has a name for his business: Basic Capital. And he has an audacious strategy that involves term financing, leverage and private credit — ...

Senators Bill Cassidy, Republican chair of the Senate Health, Education, Labor, and Pensions (HELP) Committee, and Democrat Tim Kaine, a member of the committee, reintroduced the Helping Young ...

The emergence of the sub-$300 million family office marks a significant shift in how families approach governance, planning and stewardship.

A new survey from Thrivent backs up that view, finding that 45% of parents say they are scaling back their financial support of adult children, up from 39% when the same survey was conducted last year ...

Federal Reserve chair Jerome Powell reiterated the central bank’s wait-and-see approach to easing monetary policy last week, while the 10-year yield is now exceeding 4.4%. “In our view, a 10-year ...

The U.S. and China trade deal is fragile, limited in scope, and likely still vulnerable to sabotage or collapse.

President Donald Trump said he plans to order a cut in US prescription drug costs to bring them in line with other countries, spurring a drop in pharmaceutical shares worldwide. Trump said drug prices ...

Back to investments. Clients might think you are like the first agent: There if you need them, but you are one of thousands of clients otherwise. In reality, you are like the second agent, working ...