10 Stock Market 'What-Ifs' to Prepare for in 2025

Published on December 17, 2024

While you don't want to scare clients, you do want them to look ahead with both eyes open.

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Draft Bill Attacks Wealthy Families' Private Placement Life Policies

December 17, 2024
Sen. Ron Wyden's proposal would tax the policies and contracts as if they were ordinary investment funds.

A New Framework for Fee-Based Annuities with David Lau

December 17, 2024
David Lau, the founder and CEO at DPL Financial Partners, shares his unique perspective about retirement income planning.      Related StoriesFinancial Peace of MindBogart Wealth Uses Education to Develop a New Generation of AdvisorsTrump's Market Impact: Navigating Opportunities in AI, Crypto and ETFs