For taxpayers who are relying on their retirement plans on a month-to-month basis for living expenses, the expiration of the suspension won’t be an issue. For those who had extra cash on hand, however, it could provide something of a windfall this tax season.
As central banks accumulate gold and prices reach record highs, Frank Holmes makes the case for a smarter approach to precious metals investing. U.S. Global GO GOLD and Precious Metal Miners ETF (GOAU) employs quantitative analysis to identify superior gold stocks—particularly royalty companies—offering advisors a disciplined way to capture both momentum and value in an increasingly critical asset class.
At Envestnet Elevate 2025, Jeff Cullen makes the case for active ETFs, global dividends, and value investing as essential tools for advisors aiming to build resilient, income-generating portfolios in a volatile and fast-changing market.