Crypto and Your Clients: New Funds, More Demand, Still Lots of Risk

Published on February 4, 2025

As new crypto vehicles emerge and enthusiasm keeps growing, more advisors are adding digital assets to portfolios.

       
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SSA Answers Social Security Fairness Act Questions

February 3, 2025
A Q&A from the agency answers questions on applying for retirement, spousal or survivors' benefits.      Related StoriesActing CFPB Head Bessent Pauses Rules and LitigationTrump Signs Executive Action to Create Sovereign Wealth FundDOGE Access to Social Security Payments Raises Alarm

American Exceptionalism and the Markets

February 4, 2025
We suspect many investors today think the “American Exceptionalism” they studied in high school or college no longer applies to the U.S.