Bloomberg Opinion piece on 401(k) plans by Aaron Brown that’s been making the rounds on Twitter and in financial media is filled with factual errors that undercut the arguments it
An annuity specialist compares strategies for coping with low interest rates.
With the extended July 15 tax deadline fast approaching and the November U.S. presidential election looming, taxes are now top of mind for many investors, and there are several ways
The virus kills some people. For many more people, it leads to time off work. While it is not a cure, disability insurance (DI) can be a bandage to help
House lawmakers passed Wednesday afternoon the Paycheck Protection Program Flexibility Act of 2020, H.R. 7010, which extends several deadlines for small businesses who received PPP loans. H.R. 7010 does the following:
The Treasury Department and Small Business Administration late Friday released a Paycheck Protection Program Loan Forgiveness application along with instructions on how to apply, consistent with the Coronavirus Aid, Relief, and
There’s a new wrinkle introduced by the IRS for the Payroll Protection Program that advisors and their clients taking these loans should be aware of. If their PPP loans are
The Financial Industry Regulatory Authority has clarified its position on advisors taking small-business loans as part of the COVID-19 stimulus package. On Monday, the regulator said advisors will not have to
As the Treasury Department launched Friday its relief loan program for small businesses being hurt by the COVID-19 pandemic, advisors say they are hitting hurdles with large banks and have questions about
The Federal Reserve cut its benchmark interest rate late Sunday by a full percentage point to almost zero and pledged a return to quantitative easing via the purchase of at
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