House Budget Bill Signals Higher US Deficit Trajectory

Published on May 28, 2025

Proposed tax-cut extensions and higher debt costs could amplify fiscal concern.

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US Department of Labor rescinds 2022 guidance on Cryptocurrency in 401(k) Plans

May 28, 2025
WASHINGTON – The U.S. Department of Labor’s Employee Benefits Security Administration has rescinded a 2022 compliance release that previously discouraged fiduciaries from including cryptocurrency options in 401(k) retirement plans.The 2022 guidance directed plan fiduciaries to exercise “extreme care” before adding cryptocurrency to investment menus. This language deviated from the requirements of

Why Tax Losses Are Only Part of the Investment Return Story

May 28, 2025
Over many years of educating investors about direct indexing, we have noticed a common misunderstanding—conflating the economic value of harvested losses with the investment return on the performance statement.