Trust That These Trusts Have Value in a Higher Rate Environment
By Jeff GettyBill Gates, Warren Buffett and the Waltons have used this type of arrangement, and your UHNW clients can, too.
July 08, 2025
12 States With the Most Potential AUM per AdvisorSeven states have more than $100 million in prospective assets available per advisor, SmartAsset reported.
July 07, 2025
5 Forces That Could Shape How Trump's New Tax Law Really WorksWhat clients see today could be much different from what they see later.
July 07, 2025
Wall Street Builds S&P 500 'No Dividend' Fund in New Tax DodgeRoundhill Investments' planned ETF could appeal to high earners seeking to limit taxable income in brokerage accounts.
July 07, 2025
Cathie Wood Targets Investor Jitters With Buffer ETFsArk wants to launch four funds that seek to protect investors against modest losses in the equity market while still offering upside.
July 07, 2025
How the New $6,000 Tax Deduction for Seniors Really WorksA statement from the Social Security Administration applauding Trump's tax bill led to some confusion.
July 07, 2025
Bob Doll Checks In on His 10 Predictions for 2025At midyear, the Crossmark CEO finds four of them heading in the right direction.
July 04, 2025
Trump Signs His Tax-and-Spend Bill at White House CeremonyHe signed the bill into law Friday, enshrining an extension of tax cuts and steep cuts to some health programs.