S&P 500 Sinks 2% as Economic Fears Spur Bond Rally

Published on March 28, 2025

Data showed a plunge in U.S. consumer sentiment and a surge in long-term inflation expectations.

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How to Talk With Clients About Saving for a Disability

March 28, 2025
Developmental Disabilities Awareness Month is a reminder that many physical and mental disabilities are not visible.      Related StoriesDebate: Do Consumers Benefit From Proposed ACA Changes?Smart Tax Moves for Advisory FirmsIRA Contributions Are Surging, but Not for All

Why RIAs are Giving Synthetic Equity a Hard Look

March 28, 2025
First-generation RIA owners like those at CGN Advisors increasingly use synthetic or phantom equity structures to give employees access to a firm’s growth while deferring actual ownership.