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Betterment Acquires Direct Indexing, Tax Optimization Provider
Published on May 14, 2025
Rowboat Advisors' software will help RIAs develop more personalized portfolios.
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Other news
The S&P 500, Dow and Nasdaq Since 2000 Highs as of April 2025
May 14, 2025
Here is a look at real (inflation-adjusted) charts of the S&P 500, Dow 30, and Nasdaq composite since their 2000 highs. We've updated this through the April 2025 close.
Could Annuity Provisions Still Show Up in the Big Tax Bill?
May 14, 2025
Probably not, but they could.