Trump Taps Keis, Schwab for Key Treasury Roles

Published on January 3, 2025

Lobbyist Ken Kies will head up tax policy; Samantha Schwab will be deputy chief of staff.

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John Thiel’s New RIA Adds First Advisor Team

January 3, 2025
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.

Debate: Is the Social Security Fairness Act Fair?

January 3, 2025
The bill, awaiting Biden's signature, repeals the WEP and GPO provisions affecting public workers and provides retroactive 2024 benefits.      Related StoriesSocial Security Has Faced Peril Before. What Can We Learn?The Most Confusing Inherited IRA Questions, AnsweredWhat Really Gets Shut Down When Government Spending Stops