The American Rescue Plan, passed in March, made important changes to the child tax credit for 2021 that are now being felt in the pocketbooks of about 35 million families. Starting in July, eligible families began receiving hundreds of dollars in direct monthly payments that will continue through the end of the year. Families who

FundVisualizer has one of the most intuitive, easy-to-use interfaces to explore and compare ETFs, mutual funds, and indexes.

When a piece of digital artwork created by a little-known artist sold at auction for $69 million this spring, the technology suddenly became a hot topic of conversation well beyond those who track the latest crypto-related fads.

Whether you’re looking to replace a fund, or to complement an existing one in your client’s portfolio, FundVisualizer’s Explorer is a unique and dynamic tool to help you to discover those new investment opportunities.

2021 may be the year that cryptocurrency fully enters the mainstream. According to a recent poll from Newsweek, about 46 million Americans — or 17 % of the adult population — own at least a share of bitcoin.

The Biden administration recently introduced its $2 trillion infrastructure proposal, the American Jobs Plan, that seeks to invest in both infrastructure and jobs. Still far from a done deal, the sweeping plan has the potential to impact many parts of the American economy, including your clients’ investments.

Recent discussions and events have elevated the profile of student loan debt forgiveness — a development followed intently by the 45 million American borrowers who collectively owe $1.7 trillion in student loans.