Beyond Bulls & Bears

Quick Thought: US financial services policies shift to rules, regulations, and executive actions
Perspectives

Quick Thought: US financial services policies shift to rules, regulations, and executive actions

The financial services outlook includes more oversight by the US Congress and states. Regulations and executive actions will likely affect housing policies, digital assets, and ESG (Environmental, Social and Governance) investing in 2023.

Tax Reform and the Possible Impact on Retirement
Education

Tax Reform and the Possible Impact on Retirement

US tax reform looks to impact many areas of our lives, and one of these could be the way Americans save and invest for retirement. As we wait for Congress to refine and vote on the latest tax proposals, Drew Carrington, head of Institutional Defined Contribution at Franklin Templeton Investments, breaks down how lawmakers might target retirement dollars for tax revenue. And, he outlines potential changes to our current retirement system that he believes might not be in the best interests of all future retirees.