June 15, 2020
IRS Extends Key Opportunity Zone DeadlineCertain investors have until the end of the year to roll over capital gains into Opportunity Zone funds.
June 12, 2020
Human Capital: John Reed Stark Identifies Lurking Cybersecurity RisksIn this episode, Stark warns, "There are legions of soldiers waking up every morning with the sole desire to attack U.S. systems."
June 12, 2020
Impact Investors Optimistic Amid Pandemic: SurveyNearly 90% of investors said their investments had met financial and impact expectations, GIIN reports.
June 12, 2020
Prep Your Practice Now for Future Market VolatilityIn the coming decade, potential clients will ask how you responded to the turmoil surrounding this pandemic.
June 11, 2020
Why Community Connections Really Matter NowCommunities driven by values and beliefs can give advisors the support they need to elevate both personal and professional pursuits.
June 11, 2020
House Majority Leader Calls for Senate to Pass $3T Aid BillMeanwhile, police reform and a "major, major" infrastructure bill lead the House's agenda for June, Rep. Steny Hoyer said.
June 10, 2020
Gundlach: Stocks Headed for Trouble; Fed Could Bend Yield CurveMeanwhile, the Fed could institute "hyper-hyper QE" and also "yield curve control," he said.
June 10, 2020
Ric Edelman Warns of Long-Term Pandemic ImpactBe prepared for further stock drops and continued high unemployment until a vaccine is developed, he says.
June 10, 2020
How Investors Can Evaluate Muni Bonds in the COVID-19 EconomyInvestors and their advisors need to be extremely thorough in the current environment. Technology can help.
June 09, 2020
Trader Made False COVID-19 Blood Test Claims in Pump-and-Dump Scheme: SEC"We allege that Nielsen engaged in multiple forms of deception to exploit investors amidst the COVID-19 pandemic," the regulator said.