Congress should think creatively, and for the long term, in crafting further pandemic relief.
A rundown of what alternative data are economists looking at now to project the post-Covid economy.
It’s critical for advisors to make their presence known and position themselves as a trustworthy resource.
When the COVID-19 tsunami reached our shores, the profit of smaller RIAs retreated with that insidious tide.
Economic nationalism has bipartisan appeal. It’s also a threat to recovery and prosperity.
Health testing and safety protocols need to be established to open offices safely.
Net inflows were forecast to turn negative next year even without the pandemic, and the U.S. Treasury may have to step in.
It would discourage savings, investment, business formation, and wouldn’t do much to reduce income and wealth inequality.
Protected lifetime income protects your clients from numerous retirement risks.
Notice 2020-39 provides relief that may alleviate investor concerns regarding Opportunity Zones.
It’s a blue state, of course. But the virus doesn’t discriminate based on party affiliation.
The Roberts court wants to make political rulings apolitically.
To be more creative, "fall in love for a living."
Once Covid-19 shots become available, there will be arguments about who gets them.
Approaching friends for business is not a complicated process.
Billions of taxpayer dollars are being funneled hastily through banks with looser regulations. What could possibly go wrong?
Companies double down on inventiveness, adaptability and resilience
Competition among the 1% could be a destabilizing force.
The 2017 tax law did away with deductions for unreimbursed business expenses like Wi-Fi service.
This book is an essential tool in helping FAs improve their clients’ retirement plans.