Washington State Tax Hikes Target Tech Giants That Made It Rich

Published on April 28, 2025

Lawmakers seek to bridge a record budget deficit by shifting more taxes to Amazon.com and Microsoft Corp.

       
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Zephyr's Adjusted for Risk: From Private Markets to Professional Sports

April 28, 2025
Ryan Nauman and CAZ Investments' Christopher Zook highlight the advantages of diversifying portfolios with private assets, such as lower correlation and reduced volatility, which can enhance long-term returns and client retention.

Top 12 States for 529 Savings Plan Asset Growth

April 29, 2025
In spite of the pandemic, students in these places made assets grow at least 60% over five years.      Related Stories5 Annuity Issuer Risks on the Fed's RadarIn Turbulent Times, Should Clients Claim Social Security Earlier Than Planned?What Each Generation Believes It Needs to Earn in 2025