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Meta, Apple, Microsoft Report Earnings This Week: What To Watch

Meta, Apple, Microsoft report earnings this week: What to watch

Gold Rises After Topping $5,000 For The First Time In 'Breathtaking And Profoundly Scary' Rally

Gold (GC=F) continued to rise on Monday after breaking above $5,000 an ounce earlier than Wall Street expected.

Fed Expected To Keep Interest Rates On Hold This Week

Fed expected to keep interest rates on hold this week.

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FundFocus

Money-Market Fund Investments Surge As Investors Seek Stability

Wealth advisors and RIAs are closely monitoring a surge in money-market fund investments as clients seek stability amid economic uncertainty.

Direct Indexing Channel

Smartleaf Teams With Choreo

The service will enable Choreo advisors to create a tax-optimized transition plan at the household level in a matter of seconds, a task that previously took hours per account. Implementation of the plan, including daily review, year-round tax loss harvesting and risk-optimized gains deferral, is taken care of by SAM.

Direct Indexing Channel

Russell: How Advisors Can Turn Tax Season Into A Strategic Advantage

Tax season can be stressful, but with the right approach, advisors can turn it into an opportunity. Form 1099-DIV reveals which investments are generating the largest tax burdens, helping advisors guide clients toward more tax-efficient strategies.