House Tax Plan: The Details Advisors Should Know

Published on May 13, 2025

Jeff Levine breaks down key provisions of the House Republicans' draft tax bill, up for debate Tuesday.

       
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Inflation Since 1872: A Long-Term Look at the CPI

May 13, 2025
The Consumer Price Index for Urban Consumers (CPI-U) release for March puts the year-over-year inflation rate at 2.31%. The latest reading keeps inflation below the 3.73% average since the end of the Second World War for a 23rd straight month. Additionally, for a 3rd consecutive month, inflation sits below the 10-year moving average which is at 2.97%.

UnitedHealth CEO Change Means Higher 2026 Medicare Advantage Prices

May 13, 2025
John Rex, the chief financial officer, had sobering comments about health care claims.      Related StoriesCiti to Sell Wealth Alternatives Platform to iCapitalHouse Tax Bill Calls for $30,000 SALT, Omits Millionaire TaxCalifornia Court OKs $80M Life Insurance Policy Lapse Notice Settlement