Trump May Give DOGE Access to Treasury Payment Systems: Report

Published on January 31, 2025

The systems send out bond payments, Social Security payments and tax refunds.

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Moving Averages: S&P Finishes January 2025 Up 2.70%

January 31, 2025
Valid until the market close on February 28, 2025.This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month.

7 Do's and Don'ts When Changing Firms or Breaking Away

January 31, 2025
Brandy Weiberg of Wealthcare Capital has supported more than 100 advisors as they have transitioned their businesses.      Related Stories12 States With Fastest-Growing CFP Populations12 Best States for Retirement: 20259 Ways Museums Can Help You Meet the Wealthy