Money

Counseling Nervous Investors: A Follow-up

Incorporating stop-loss and limit orders to your toolbox may help as clients transition from asset accumulation to decumulation. (By Chris Baccella)

Head of SEC’s Crypto Task Force Says ‘Tokenized’ Stocks Are Securities

Hester M. Peirce says companies should meet with the SEC to see if a tokenized security complies with federal law.

Being ‘Wealthy’ Harder to Achieve Since 2021

Inflation and soaring costs have raised the amount Americans think it takes to be wealthy. And the number varies by generation.

Currency Risk is Leaving Clients Vulnerable

Many advisors underestimate how much currency exposure can erode the international gains clients rely on today.

Trump’s Finances Were Shaky. Then He Began to Capitalize on His Comeback

Trump doesn't simply desire the easy money his presidency makes possible, he needs it to keep his empire intact.

The Dollar Has Its Worst Start to a Year Since 1973

A variety of factors related to Trump policies have contributed to the big decline.

Wall Street’s Regulatory Reins Start Loosening as Fed Proposes New Rule

Proponents and critics disagree over how much the Fed needs to protect against bank failures.

The Number of ‘Everyday Millionaires’ is Soaring

More Americans are now millionaires thanks to strong real estate markets, rising stock values, and 401(k) investments.

Zero Interest Rates Are Back in Europe

European central bankers have repeatedly cut interest rates as price growth has slowed and economies have weakened.

As Energy Costs Surge, Eastern Governors Blame a Grid Manager

Electricity rates have risen 23% to 40% over 5 years, in 5 states, and officials say grid managers like PJM serve the interests of power companies.

Latest News

Social Security Tech Upgrades Reduce Phone Wait Times

Elimination of scheduled maintenance downtime improves online service, the Social Security Administration reports.

PNC Bank Enters Cryptocurrency Market With Coinbase Partnership

Banking clients and institutional investors will be able to buy, hold and sell crypto using Coinbase’s crypto-as-a-service platform.

A Mid-Year Financial Health Check-up Is Essential for HNW Investors

A Chicago wealth advisor offers a checklist of proactive steps to ensure an optimal financial strategy.

Goldman Sachs Makes Private Credit Available to Defined Contribution Plans

The company's new Private Credit CIT will be in the mix of Great Gray’s Panorix Target Date Series.

Trump Signs New Stablecoin Law

President Trump signed the Genius Act, which could allow digital assets to become an everyday way to make payments and move money.

One Big Beautiful Bill’s $10K Auto Loan Tax Break is Illusory for Most

Only 3% of vehicle buyers will qualify, and most for a far smaller deduction, Caribou reports.

Finalists Named for Awards Honoring Advisors Who Make a Difference

Invest in Others will present awards and donations to advisors' designated charities — ranging from $2,000 to $60,000 — at its upcoming gala.