New York State Bill Could Double Annuity Income Tax Exemption for Older Residents

Published on January 3, 2025

The proposed increase would apply to taxpayers 59 1 2 and older.

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The S&P 500, Dow and Nasdaq Since 2000 Highs as of December 2024

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Here is a look at real (inflation-adjusted) charts of the S&P 500, Dow 30, and Nasdaq composite since their 2000 highs. We've updated this through the December 2024 close.

John Thiel’s New RIA Adds First Advisor Team

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Thiel's Indivisible Partners is now live and has recruited a former Merrill advisor team, New York-based Woodring I LeRoy Capital Advisors, with about $640 million in client assets.