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The S&P Has Outperformed Forecasts Raising The Bar For The Future
The S&P 500 is delivering one of the strongest earnings seasons in decades, creating a powerful backdrop for advisors evaluating equity allocations, valuation discipline, and forward return expectations.
Air Travel Poised To Become More Expensive This Summer
Air travel is poised to become significantly more expensive this summer, adding another layer of inflationary pressure that wealth advisors and RIAs should monitor closely as geopolitical instability ripples through global energy markets.
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California governor signs law to force Trump into releasing tax returns
Gavin Newsom signed a law on Tuesday requiring presidential candidates to release 5 years of tax returns before they can appear on the state’s ballot.
Gundlach Adds Another Manager To Flagship Fund
Jeffrey Gundlach is sharing the keys, again, to DoubleLine's flagship mutual fund, even as he and his right hand take on new duties.
2 Reasons To Consider A Dynasty Trust
When transferring wealth to the next generation, many prefer to make gifts to younger family members in trust rather than gifting the assets outright.
Bonnie Kraham: What you can and can’t do with a Medicaid Asset Protection Trust
The rules and misconceptions of the irrevocable Medicaid Asset Protection Trust (MAPT) are many.