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News
Millennials Are Becoming A K-Shaped Generation
54+ min ago (183+ words) For years, the financial story of millennials has been told as a generational struggle against soaring home prices, student debt and delayed wealth creation. New research suggests that narrative no longer captures what is happening. The more important divide may…...
Scott Bessent Just Drew a Sharp Line Between Gold and the Dollar
7+ hour, 33+ min ago (339+ words) Treasury Secretary Scott Bessent offered a reminder that is easy to overlook amid periodic speculation about America's gold reserves: the United States still holds one of the world's largest gold stockpiles, but the dollar no longer derives its strength from…...
Treasury Warns Wall Street’s Hottest Tax Strategies May Be “Too Good To Be True”
1+ day, 23+ hour ago (233+ words) The Treasury Department is taking a harder look at some of Wall Street’s fastest-growing tax strategies, warning that products promising large losses or unusually favorable treatment may be crossing lines Congress never intended to draw. Kevin Salinger, Treasury’s deputy assistant…...
The Space Data Center Narrative Highlights A Growing Divide
1+ week, 2+ day ago (161+ words) Run a sharper, more profitable advisory business. Estate planning, tax strategy and generational wealth. The stack powering modern RIAs. The latest exchange between Sam Altman and Elon Musk is less notable for the personal sparring than for what it exposes…...
Grocery Inflation Is Migrating From A Price Problem To A Household Credit Problem
1+ week, 3+ day ago (472+ words) Run a sharper, more profitable advisory business. Estate planning, tax strategy and generational wealth. The stack powering modern RIAs. This represents an important shift for investors. Markets have largely focused on whether food inflation is moderating. The more consequential question…...
Economists Are Signaling A Measurement Crisis—Not Just An AI Revolution
1+ week, 3+ day ago (416+ words) Run a sharper, more profitable advisory business. Estate planning, tax strategy and generational wealth. The stack powering modern RIAs. This is fundamentally a data and policy infrastructure problem. That admission matters because capital allocation depends as much on measurement as…...
Warsh’s Fed Review Signals Institutional Recalibration, Not Incremental Reform
1+ week, 6+ day ago (123+ words) Run a sharper, more profitable advisory business. Estate planning, tax strategy and generational wealth. The stack powering modern RIAs. If you'd like, I can also make this read more like a note from a Goldman Sachs, Morgan Stanley, or Bridgewater…...
Members Trust Company: The Three Things It Won’t Touch (and Everything Else It Will)
2+ week, 8+ hour ago (832+ words) Run a sharper, more profitable advisory business. Estate planning, tax strategy and generational wealth. The stack powering modern RIAs. Estate planning has a reputation problem among financial advisors. Everyone agrees it matters, yet few advisors feel equipped to confidently navigate…...
Empowering Financial Advisors: How Provident Trust Group Simplifies Self-Directed Retirement Accounts
2+ week, 1+ day ago (953+ words) Run a sharper, more profitable advisory business. Estate planning, tax strategy and generational wealth. The stack powering modern RIAs. In a conversation hosted by The Wealth Advisor, Brian Giles, CIP, CHSP, Director of Retirement Products & Solutions at Ascensus, spoke with…...
Brookings Economists and Fed Reserve Challenge View of AI Reducing National Debt
2+ week, 5+ day ago (226+ words) Run a sharper, more profitable advisory business. Estate planning, tax strategy and generational wealth. The stack powering modern RIAs. A new working paper from economists at Brookings and the Federal Reserve challenges one of the more optimistic narratives surrounding artificial…...