Your Business Client Could Become Disabled, or Die

Published on January 29, 2025

Insurance can be part of designing an effective succession strategy to protect an ongoing enterprise, Dan Sudit maintains.

Continue reading on website
Other news

Nearly 60% of Advisors Plan Significant Allocation to Private Markets

January 29, 2025
A survey noted a marked rise in advisors increasing exposure to at least 10% in private market investments.      Related StoriesVanguard Calls Corporate Bonds ‘a Real Deal' for InvestorsTrump Media Partners With Schwab to Launch ETFs, SMAs and Crypto2024 Deaths Top 2019 Levels, CDC Estimates

Fed Holds Rates Steady, Pausing for Further Inflation Progress

January 29, 2025
The Federal Open Market Committee voted unanimously to keep the federal funds rate at 4.25%-4.5%.      Related StoriesVanguard Calls Corporate Bonds ‘a Real Deal' for InvestorsNearly 60% of Advisors Plan Significant Allocation to Private MarketsTrump Media Partners With Schwab to Launch ETFs, SMAs and Crypto