Schwab’s Chief Investment Strategist Liz Ann Sonders shared her astute assessments on the Trump trade war and its impact on markets, future Fed rate moves and the prospect of recession at FA Magazine’s Invest In Women Conference. Charles Schwab Corp Schwab4RIAs

Thank you, CFP Board—Chair Liz Miller was a must watch at our Invest In Women conference!

GOP Steps Up Battle To Eliminate Finra As Regulator. The new call comes amidst an identical Project 2025 push. ⁦Andrew Stoltmann⁩ ⁦FINRA⁩ ⁦FA Magazine⁩ fa-mag.com/news/will-finr…

Big win for the independent BD industry — DOL will no longer enforce the independent contractor rule. ⁦⁦U.S. Department of Labor⁩ Fin. Svcs. Institute⁩ ⁦Fisher Phillips⁩ ⁦FA Magazine⁩ fa-mag.com/news/dol-stops…

House Tax Committee Passes $4T Tax Bill, with $4,000 Social Security Deduction, $30k SALT Deduction. New MAGA Accounts. No increase in top tax brackets. Mo wealth taxes. ⁦FA Magazine⁩ ⁦Ways and Means Committee⁩ fa-mag.com/news/house-tax…

Such a pleasure interviewing Rob Arnott—thanks, Research Affiliates

Interesting—thanks for sharing Chris Tobe, CFA

Americans Getting Burned By Online Money Advice, CFP Board Survey Finds by Tracey Longo fa-mag.com/news/americans… "Financial advisors have long warned clients to be skeptical of advice from TikTok, Reddit and now AI chatbots. Now there’s fresh data to back up that concern."

As a homegrown New Yorker…interesting times. Interesting times.

GOP Loan Overhaul Stalls As Student Loan Delinquencies Soar. “Current borrowers just dodged a bullet,” advisor Justin W. Rice said. “But the threat of policy change isn’t going away. Advisors need to be proactive.”⁦⁦⁦⁦⁦FA Magazine⁩ fa-mag.com/news/gop-loan-…

After spending time in Washington, DC discussing the budget deficit with senior people on both sides of the aisle, it’s clear to me that we are unlikely to change the debt trajectory we’re on and avoid the painful consequences. While virtually everyone agrees on the need to

Attorneys Slam Finra For Rebating $50M To B-Ds Instead Of Defrauded Investors ⁦Public Investors Advocate Bar Association⁩ ⁦FINRA⁩ ⁦Adam Gana⁩ ⁦⁦Joe Wojciechowski⁩ ⁦FA Magazine⁩ fa-mag.com/news/attorneys…

Good work, Chris Tobe, CFA

How Insurers Are Making Their Own Annuities More Likely to Be Prohibited Transactions commonsense401kproject.com/2025/08/21/how… James Watkins Anthony Isola Nicole Boyson Fi360 Robin Powell Ron A. Rhoades, JD, CFP® 401k Specialist Magazine Employee Fiduciary Tracey Longo David Sirota

In the second quarter, the U.S. economy grew at a quicker pace than previously estimated. Gross domestic product (GDP) increased at a 3.3% annualized pace, up from the initially reported 3%, according to the Commerce Department. Consumer spending rose by 1.6%, revised from

Great interview, Chris Tobe, CFA !

Annuities need downgrade protection in ERISA plans commonsense401kproject.com/2025/10/16/why… James Watkins Anthony Isola Nicole Boyson Fi360 Robin Powell Matthew Wolniewicz Ron A. Rhoades, JD, CFP® Rick Ferri, CFA Anthony Isola 401k Specialist Magazine Employee Fiduciary #Agnotology, #Corruption #Commodifukation #Jubilee Daisy Maxey Tracey Longo David Sirota

NYC spends more per homeless person than the median NYC household earns. $81,705 per person in FY2025. And $81,705 is a floor. It excludes supportive housing (~$500M/yr), mental health response teams, and NYPD encampment costs. The city projects ~$97K per person in FY2026.

The US debt hit $39 trillion today. The last $1 trillion took under 5 months. This year, the US will spend $1 trillion on interest alone, more than the military. Interest payments will be nearly $2 trillion by 2036. Your children won’t thank you.

Wow