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New Investors Discover Tax Pitfalls of Robinhood and Other Trading Apps

New Investors Discover Tax Pitfalls of Robinhood and Other Trading Apps Mon, Apr 19, 2021 Common tax-minimizing strategies are difficult or impossible to implement on the trading platforms that have boomed in popularity in the past year. Read More

By Laura Saunder in WSJ

What Does a Democratic-Controlled Congress Mean for Financial Planning? Here’s What to Expect

What Does a Democratic-Controlled Congress Mean for Financial Planning? Here’s What to Expect Tue, Jan 19, 2021 ........It also means heightened enforcement around conflicts of interests through the SEC’s Regulation Best Interest rule that went into effect last year to restrict unsavory practices by brokers and making sure they put clients’ interests ahead of ... Read More

By Reshma Kapadia in Barron's

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