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UnitedHealth's stock plunge raises broader questions on 'buy' calls
EQUITIES MAY 21, 2025
UnitedHealth's stock plunge raises broader questions on 'buy' calls

Just one analyst labeled the healthcare industry bellwether a "sell," going against the grain set by 97% of strategists covering the space.

Trump loses patience as SALT block stymies GOP tax bill
PRACTICE MANAGEMENT MAY 20, 2025
Trump loses patience as SALT block stymies GOP tax bill

The president urged Republicans repping high-tax states including New York to accept a $30,000 deduction cap for now, but the holdouts remain dug in.

Bonds are losing their 'shock absorber' status, KKR says
ALTERNATIVES MAY 20, 2025
Bonds are losing their 'shock absorber' status, KKR says

The global alternatives giant argues a breakdown in government bonds as a hedge and a "structurally" weaker dollar creates new diversification challenges.

SEC looks to revisit private fund investment rules
ALTERNATIVES MAY 19, 2025
SEC looks to revisit private fund investment rules

The agency's new chairman Paul Atkins says "common-sense" review of 23-year-old restrictions could unlock the $31 trillion industry to more investors.

S&P 500 slumps as Moody's US downgrade sinks in
EQUITIES MAY 19, 2025
S&P 500 slumps as Moody's US downgrade sinks in

A Friday evening markdown by the Big Four credit rating agency is compounding risks from tariff threats and long-simmering fiscal issues.

Trump tax bill fails in House panel as divided GOP fails to make a deal
RIA NEWS MAY 16, 2025
Trump tax bill fails in House panel as divided GOP fails to make a deal

In rare setback, the proposed legislation was rejected in a split vote over holdouts' demands on Medicaid, clean energy tax credits, and polarizing SALT deductions.

Wall Street dollar sentiment stays dour amid lingering trade unease
ALTERNATIVES MAY 16, 2025
Wall Street dollar sentiment stays dour amid lingering trade unease

The greenback's wild slide has continued as erratic US policymaking spurs a "love-hate" relationship with international investors.

GOP tax chair stands behind $30k SALT cap
RIA NEWS MAY 15, 2025
GOP tax chair stands behind $30k SALT cap

The Republican leader balked at calls to raise the tax deduction, which has been one of the stickiest wickets blocking President Donald Trump's legislative agenda.

Powell hints at Fed scrapping its 2020 framework revamp
RIA NEWS MAY 15, 2025
Powell hints at Fed scrapping its 2020 framework revamp

Past changes to the Federal Reserve's longer-run strategy, including letting inflation run hotter than 2% for "some time," might no longer work for the current economy.

After investment success, Warren Buffett-backed college at risk from GOP tax threat
RIA NEWS MAY 14, 2025
After investment success, Warren Buffett-backed college at risk from GOP tax threat

Draft tax legislation by House Republicans raises concerns for aid-giving private universities, with steep hikes on levies based on "lifeblood" endowment dollars per pupil.