Key 2025 Dates For Your Clients' Personal Finances

Published on January 2, 2025

A guide to getting organized for the new year, no matter your income or wealth.

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Two Bay Area Firms Merge to Create $400M RIA

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Will Trump Fire the Fed?

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Despite Donald Trump’s assurances that he will not seek to remove Federal Reserve Chair Jerome Powell, there is little doubt that the US president-elect aims to gain greater influence over the Fed’s decision-making. Such interference could drive up long-term interest rates, damaging the American economy.