Economy & Markets
The important economic and stock market news that advisors need to know.
15 Biggest U.S. Mega-Donors to Charity in 2023
By Michael S. FischerThese donors gave away $175 million or more last year, according to the Chronicle of Philanthropy.
March 07, 2024
Debate: Should Partially Vested Workers Be Able to Take Matching Contributions as Roth?Thanks to Secure 2.0 changes, employers and employees have new options in adding to retirement savings plans.
March 07, 2024
Billionaire, Corporate Tax Hikes Will Be Focus of State of the UnionBiden also wants Congress to pass a law reducing tax deductions for any company that pays an employee more than $1 million.
March 07, 2024
15 States With the Highest Tax Rates: 2024Even residents in states with low or no income taxes may still get a hefty bill, WalletHub found.
March 06, 2024
Secure Act 2.0 Smooths Path for Small-Business Retirement Plan Do-OversThe law makes it easier to switch from SIMPLE IRAs to a safe harbor 401(k).
March 06, 2024
13 Cheap Stocks With New Dividend Hikes: MorningstarRaising dividends can be a sign of a company's confidence in its future finances, Tom Lauricella writes.
March 06, 2024
SEC Scales Back New Pollution-Disclosure RulesUnder the final rules, publicly traded companies have to disclose actual or potential material impacts of climate-related risks.
March 05, 2024
Bear Markets and Winter Colds: 11 Ways They AlignSure, they're both annoying and, usually, temporary: This too shall pass.