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Policy and Regulatory Commentary
The Morning After
Election Day 2022 may be over, but many of the key races remain too close to call.
Policy and Regulatory Commentary
Early Voting and the Midterms
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Election Day just is not what it used to be.
Policy and Regulatory Commentary
A Potentially Earth-Shattering CFPB Court Ruling
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A monumental decision by the 5th Circuit Court of Appeals could significantly alter the CFPB.
Policy and Regulatory Commentary
Senate Elections and the Lame Duck Session
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While individual senators are elected to six-year terms, the Constitution divides the U.S. Senate into three “classes” with one class — or roughly one-third of the entire chamber — up for reelection every two years.
Retirement
The Rollover Reset
Financial professionals looking to capture rollovers from DC plans need expertise in rollover-related issues like non-Roth after-tax account opportunities, special rules for Net Unrealized Appreciation, in-service plan rollovers, the Warn Act, and more. Are you ready?
Policy and Regulatory Commentary
Do October surprises really impact the election?
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An October surprise can be any piece of news, good or bad, that has the potential to upend the trajectory of a campaign, and history is rife with them...
Alternative Investments
The Case for Real Assets: Staying Ahead of Inflation
Investors’ real rate of return = Nominal rate of return – Inflation rate. Learn about how inflation can affect your clients' real assets.