RESOURCES

Prime Capital Financial announces its acquisition of Bradshaw Rogers Financial Partners, Inc. (Bradshaw Rogers), a planning-led wealth management firm headquartered in Salisbury, N.C., with $600...

If you’re a high-income earner, there’s a good chance you’re paying more in taxes than you actually need to, and not because you’re doing anything “wrong.” Most overpayment doesn’t show up as a...

Rusty McGranahan, a former top lawyer at BlackRock and the RIA aggregator Focus Financial Partners, has been named general counsel of the SEC as the Trump administration proposes a new fiduciary...

Around two-thirds of Americans do not have an estate plan in place at the time of death.1  Building wealth is only part of your story. Without a clear tax strategy, even well-planned savings and...

To beat the market in recent years, many investors applied a simple strategy: Load up on the biggest US technology stocks. It paid handsomely for a long time. But last year, it didn’t. For the...

Anti-U.S. sentiment abroad due to President Donald Trump’s desire to take Greenland, along with concerns about deficit spending domestically, appeared to be leaving foreign investors more...