Tracey Longo

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High State Income Taxes Prompt Tax Flight, State Shortfalls, Researchers Say

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Ten new state wealth tax proposals are pending, as research finds the rich are leaving high-tax states.

Social Security To End 'Clawback Cruelty' On Benefit Overpayments

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The program will reduce withholding on overpayments from 100% to 10% starting Monday, the program's commissioner said.

Investors Remain Optimistic Despite Looming Election, CFP Board Survey Says

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Clients may delay home purchases, but they'll follow their investment plan, the survey found.

Genesis To Pay $21M To Settle SEC Charges Its Crypto Lending Program Was Unregistered

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The embattled firm promised interest payments on crypto assets it borrowed before the crypto collapse of 2022.

SEC Fines 2 RIAs $400K Over False Boasts About AI Capabilities

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Delphia (USA) and Global Predictions agreed to pay $400,000 in penalties for the false claims, the agency said.

How Bitcoin ETFs Boost Risk-Adjusted Returns

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Even small allocations to a bitcoin portfolio can improve returns, say these asset management firms.

Fearful Clients Who Take Social Security Early Face 50% Benefits Cut, Expert Says

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Advisors need to make sure people afraid the program will run out of money act rationally, benefits expert Mary Beth Franklin said.

Majority Of Homeowners Say Housing Will Influence Presidential Vote, Redfin Says

by FA Staff

Almost two-thirds of those surveyed said high housing prices make them feel negative about the economy.

10 States Launch Legal Battle Against SEC's Climate Rules

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The lawsuit is part of an ongoing GOP campaign against ESG initiatives.

RIAs Can't Explain How Their AI Works, SEC Official Says

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Even AI engineers have a problem conveying how the technology works, the regulator said.

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