What the new presidential administration means for AI and crypto
An exterior view of the New York Stock Exchange on September 18, 2024 in New York City. Stephanie Keith | Getty Images As the calendar turns to a New Year …
Personal investing
Here’s how to pay for taxes on your Roth IRA conversion, advisors say
Srdjanpav | E+ | Getty Images More from FA Playbook: Here’s a look at other stories impacting the financial advisor business. When a Roth conversion is completed, you’ll owe regular …
Rally in small caps just starting: VettaFi’s Rosenbluth suggests
Small caps just had their first historic week in three years, and one exchange-traded fund expert predicts the group’s record highs will help drive investors back into the group. “Small …
Early retirement comes as a surprise for many workers, study finds
Ascentxmedia | E+ | Getty Images Lost years ‘absolutely critical’ for retirement security Unplanned early retirements can have severe financial implications for retirees, according to Catherine Collinson, CEO and president …
These key 401(k) changes are coming in 2025. What savers need to know
Images By Tang Ming Tung | Digitalvision | Getty Images As some Americans struggle to save for retirement, key 401(k) plan changes could soon make preparing easier for certain workers, …
State Street worries about crypto rally
The bitcoin rally is generating a false sense of security among investors, according to the strategist behind the so-called granddaddy of gold exchange-traded funds. State Street Global Advisors’ George Milling-Stanley …
73% of workers worry Social Security won’t be able to pay benefits
Sporrer/Rupp | Image Source | Getty Images Most Americans are concerned about what may happen to Social Security when its retirement trust fund crosses a projected 2033 depletion date, according …
Protecting your portfolio against risks tied to Trump’s tariff plan
Money manager John Davi is positioning for challenges tied to President-elect Donald Trump’s tariff agenda. Davi said he worries the new administration’s policies could be “very inflationary,” so he thinks …
House just voted yes to increase Social Security for some beneficiaries
A bipartisan bill to change Social Security benefit rules for pensioners passed in the House of Representatives on Tuesday, with 327 lawmakers voting to support the measure. Now, the proposal …
Retirement rule changes coming in 2025 — here’s how you can save more money
Baona | E+ | Getty Images More from FA Playbook: Here’s a look at other stories impacting the financial advisor business. Starting in 2025, investors age 60 to 63 can …