Matthew Sellers

Matthew Sellers
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Jeff Bezos calls AI boom a 'good' bubble — but advisors see risks beneath the hype
EQUITIES OCT 13, 2025
Jeff Bezos calls AI boom a 'good' bubble — but advisors see risks beneath the hype

Is there such a thing as 'good bubble' — and even if it is — is this the sound of it bursting? Plus, the 10 most famous bubbles in history.

Tesla shares slip as U.S. regulators probe self-driving software risks
EQUITIES OCT 09, 2025
Tesla shares slip as U.S. regulators probe self-driving software risks

2.9 million vehicles under investigation give Musk’s flagship business a new headache.

You client's tax brackets just changed – here's what the IRS just announced
PRACTICE MANAGEMENT OCT 09, 2025
You client's tax brackets just changed – here's what the IRS just announced

Capital gains, standard deductions, tax brackets changes offer planning opportunities.

IRS halts 'most operations' – furloughs tens of thousands
REGULATION, LEGAL & COMPLIANCE OCT 08, 2025
IRS halts 'most operations' – furloughs tens of thousands

The government shutdown hits the tax man - hard

Senate vote fails again, markets brace for a prolonged shutdown
FIXED INCOME OCT 03, 2025
Senate vote fails again, markets brace for a prolonged shutdown

Treasury option analysis now predicts several weeks of closure

Peloton faces investor backlash as appeals court revives fraud lawsuit
REGULATION, LEGAL & COMPLIANCE AUG 29, 2025
Peloton faces investor backlash as appeals court revives fraud lawsuit

A federal appeals court has revived key fraud claims against Peloton, with institutional investors alleging the company misled the market on demand and inventory.

NY Appeals court tosses $500M civil fraud penalty against Trump; upholds injunctive relief
REGULATION, LEGAL & COMPLIANCE AUG 21, 2025
NY Appeals court tosses $500M civil fraud penalty against Trump; upholds injunctive relief

“While harm certainly occurred, it was not the cataclysmic harm that can justify a nearly half billion-dollar award to the State,” Justice Peter Moulton wrote, while Trump will face limits in his ability to do business in New York.

SEC: Fractional life insurance policies considered an investment contract
LIFE INSURANCE AND ANNUITIES AUG 12, 2025
SEC: Fractional life insurance policies considered an investment contract

A federal court's decision puts fractional life insurance policies under SEC scrutiny, forcing wealth advisors to revisit compliance and sales strategies for alternative investments.

FINRA accuses Old Slip Capital CEO of $1.1M in unauthorized trades; request for preliminary injunction denied
REGULATION, LEGAL & COMPLIANCE AUG 12, 2025
FINRA accuses Old Slip Capital CEO of $1.1M in unauthorized trades; request for preliminary injunction denied

A federal judge denied CEO and managing principal James Lukezic's urgent bid to halt FINRA discipline over $1.1 million in trades, putting industry compliance under the microscope.

Three interest cuts in 2025 says Fed vice chair
EQUITIES AUG 11, 2025
Three interest cuts in 2025 says Fed vice chair

Calls come as weak labor market figures roll in.