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Think Advisor
6 小时
Who Will Vote on Fed Policy Next Year?
The Federal Open Market Committee, which votes on changes in interest rates, includes a rotating cast of presidents from 11 ...
Think Advisor
17 小时
What to Tell Clients About the New College Aid Form
The U.S. Department of Education recently opened the Free Application for Federal Student Aid for the 2025–26 academic year.
Think Advisor
13 小时
What to Tell Clients About the College Aid Form
It’s critical for students planning to attend college to fill out the FAFSA form, says Laura Lallos, managing editor of ...
Think Advisor
14 小时
Washington State’s Wealth Tax Debate Is Heating Up
“It’s a well-established principle in Washington state that a tax on the mere ownership of property is a property tax,” the ...
Think Advisor
13 小时
How One RIA Unlocked Growth by Outsourcing Investment Management
All industries evolve over time, some more quickly than others. But in the experience of Michael Manning, the financial ...
Think Advisor
15 小时
‘God Bless America’ Fund Tops S&P 500
The ETF has returned 34.8% this year (as of 11:45 a.m. Thursday in New York), handily beating the S&P 500’s 27%. The fund’s ...
Think Advisor
14 小时
What's Next for the 2017 Tax Overhaul?
Kevin Ghassomian, the Venable partner and estate planner, says there are many planning opportunities tied to the legislation.
Think Advisor
3 天
Jeremy Siegel: 'Dip Can’t Be Ruled Out' for S&P in 2025
The stock index will likely deliver returns in the flat to 10% range, and "and a dip can’t be ruled out," he wrote in his ...
Think Advisor
3 天
What the New $1.9T Spending Law Means for Life and Annuity Legislation
The American Relief Act contains no life insurance or annuity provisions, but it rattled the policy gameboard.
Think Advisor
3 天
2 Big Takes on the Market in 2025
Earnings will have to carry the day in 2025 and probably will, but the market is in “later innings,” he writes. “And although ...
Think Advisor
3 天
Prudential Sheds $11B in Universal Life Guarantee Exposure
Prudential Financial has closed on a deal passing immediate responsibility for about $11 billion in guaranteed universal life ...
Think Advisor
3 天
Jamie Hopkins: Clients Will Leave RIAs That Don't Offer This Service
To serve next-generation clients, [advisors] need to offer this,” Bryn Mawr Capital Management's CEO tells ThinkAdvisor.
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