Finance

How Do State Auto-IRAs Affect Adoption of Employer Plans?

The brief’s key findings are: To expand access to retirement saving, some states now require firms to offer their own plan or enroll their workers in a state auto-IRA program. ...

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Investors Are Too Pessimistic. Financial Advisors Are Not.

But Do Advisors Help their Clients See the Bright Side? I’ll admit, I’ve always been a skeptic of the financial advising industry. In fairness, it might be because for my entire 20s I was li...

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Morgan Stanley says these are 4 big market themes investors are focused on right now

ANGELA WEISS / AFP via Getty ImagesMorgan Stanley says investors are focused on a handful of big market themes.AI capex, longevity, tokenized finance, and brain-computer interfaces lead the way.AI ...

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There are 2 kinds of market bubbles, and AI isn't either of them yet, portfolio manager at $35 billion fund says

JOHANNES EISELE/AFP via Getty ImagesMarkets are split into two camps as 2025 winds down: AI is a bubble or AI is not a bubble. John Belton of Gabelli Funds notes that the market is prone to two dis...

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CRA's 100-day plan results are not the presents Canadians want or need

I was chatting with a friend last week who asked me, “Why do you dislike the ...

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Ukrainian drones struck a Russian oil platform in the Caspian Sea for the third time in a matter of days, security source says

A Ukrainian security source said Kyiv has targeted Russian oil facilities in the Caspian Sea in recent days.REUTERS/Maxim ShemetovUkraine's long-range drones struck a Russian oil platform in the Ca...

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I'm 84 and work late nights from my wheelchair. I can't comfortably retire, and I intend to work until my 100th birthday.

Jane Way, 84, works 30 hours a week from her home.Matt Martian Williams for BIThis as-told-to essay is based on a conversation with Jane Way, 84, who lives in a suburb of Phoenix. Way works 30 hour...

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Garry Marr: How raiding your TFSA before the end of year could save you thousands

Nobody should be raiding their ...

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I used to love traveling solo. Now that I'm in my 30s, I might never do it again.

Solo travel isn't as fulfilling to me in my 30s as it was in my 20s.Vaishali GaubaIn my 20s, I could take solo trips on a day's notice, visiting places like the Himalayas.Now I'm in my 30s. My last...

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Software for Business and Trust Tax Returns: 1041, 1065, 1120-S

A small business doesn’t need to file a separate tax return if it’s set up as a sole proprietorship or an LLC taxed as a sole proprietorship. Income from the business is included on a Schedule C in...

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Not Sure When to Claim Social Security? Your Financial Advisor Can Help

Quick Read Social Security can be claimed between ages 62 and 70. Monthly benefits increase for each month y...

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After 3 tech layoffs, I knew I had to lean into being a founder

Kelly WithersCourtesy of Kelly WithersAfter multiple tech layoffs, Kelly Withers focused on her yoga mat startup, Carmu.She had intended for the company to be a side hustle, but doubled down on it ...

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At this small buyout firm, talking about AI for cost-cutting is off-limits

Ryan Peddycord, CEO of Tide RockTide RockMuch of the AI-discussion, both hopes and fears, centers on efficiency and cost-cutting.At buyout firm Tide Rock, there's a "mandate" to not use AI resource...

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My mother is spending the holidays with me for the first time in years. I'm struggling with the added costs and to-dos.

The author (right) is spending Christmas with her mother (left).Courtesy of Jennifer McGuireMy mother's husband died, so she's spending the holidays with me for the first time in years.I have to be...

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The next generation of heirs is rewiring family offices — and triggering a talent war

Family offices are multiplying so fast that a fierce talent war has erupted for CIOs, ESG pros, and tech specialists, an IMD report says.Spencer Platt/Getty ImagesIMD's new Global Family Office Rep...

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My parents moved in with us to care for my husband when he was diagnosed with Alzheimer's at 46.

Roberto and Sara Burgos, with their daughter, Zahydie Burgos, and son-in-law, Pako.Courtesy of Zahydie BurgosZahydie Burgos's husband was diagnosed with early-onset Alzheimer's disease at the age o...

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Tesla's latest launch isn't a car — it's a $350 pickleball paddle — and it's not even electric

For $350, Tesla will sell you a pickleball paddle that still won't fix your backhand.Selkirk SportTesla has launched a $350 pickleball paddle "optimized for high-performance play."The paddle, a par...

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Google researchers find the best AI model is 69% right

The law and AI technologyIMAGO/Alexander Limbach via Reuters ConnectA version of this story originally appeared in the BI Tech Memo newsletter.Sign up for the weekly BI Tech Memo newsletter here.We...

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'Why let one person in the States change your life?' For Canadian snowbirds, the stay or go dilemma gets complicated

Rick, a retired accountant from Vernon, B.C., has been coming to California for 17 years. But closing in on 80 years of age, he has been reconsidering that ritual. He doesn’t like the pol...

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Warren Buffett's deputy goes to JPMorgan: What close watchers say about Jamie Dimon hiring Todd Combs

Todd Combs (right) is leaving Berkshire Hathaway to work for JPMorgan CEO Jamie Dimon (left).Chandan Khanna/AFP via Getty Images; Drew Angerer/Getty ImagesTodd Combs, one of Warren Buffett's stockp...

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Crypto founder Do Kwon sentenced to 15 years in prison for $40 billion Terraform Labs fraud

Onetime cryptocurrency mogul Do Kwon was sentenced Thursday to 15 years in prison after a $40 billion crash revealed his crypto ecosystem to be a fraud. Victims said the 34-year-old financial techn...

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