Ed Yardeni’s New Best-Case Scenario Sees the S&P 500 Ending the Year at 6000
Ed Yardeni now sees the S&P 500 potentially ending 2025 at 6000 in his revised best-case scenario.
Trump: No Trade Deal with China Unless Trade Deficit is Resolved
Speaking aboard Air Force One on Sunday night, Trump says no trade deal with China will move forward unless U.S. trade deficit is resolved.
The Roth 401(k) Dilemma: Tax-Exempt But Tax Inefficient
(Natixis) The Roth 401(k) is held in high regard among financial advisors as a powerful investment account to shelter retirement assets from future taxation. But it has a problem: The inability to specify a different asset allocation for the Roth 401(k) from the pretax 401(k) makes these tax-exempt accounts less efficient than they appear.
In this article, I’ll explain the importance of asset location and tax diversification, show how the Roth 401(k) underperforms the optimal structure, and offer some ideas on how to work around it for a more tax-efficient portfolio.
The Wealth Advisor Unveils 2025 America’s Best TAMPs Guide
The Wealth Advisor has released its comprehensive 2025 America’s Best TAMPs guide, revealing a watershed moment for the TAMPS industry. With advisor adoption surging to 45%—up from just 10% a decade ago–-the outsourced portfolio solution model is rapidly shifting from innovation to industry standard.
Wall Street Comes to a Painful Realization: Trump was Serious About Steep Tariffs All Along
Donald Trump spent his 2024 campaign offering clear promises about tariffs on a nearly daily basis that were often downplayed by investors.