If you’re looking to generate long-term wealth, you won’t likely get there just from a paycheck, no matter how big it is. Simply stuffing money in your mattress won’t cut it, either. Between taxes and ...

On October 31, the Department of Labor (DOL) released a proposed rule (the Proposed Rule) aiming to redefine and expand who qualifies as an “investment advice fiduciary” under the Employee Retirement ...

Seyfarth Synopsis: On April 23, 2024, the Department of Labor released its latest attempt to amend its 1975 “fiduciary rule” and seven prohibited transaction class exemptions issued between 1975 and ...

Dr. JeFreda R. Brown is a financial consultant, Certified Financial Education Instructor, and researcher who has assisted thousands of clients over a more than two-decade career. She is the CEO of ...

The U.S. Securities and Exchange Commission defines an investment advisor as a person or business that receives compensation for providing investment advice or issuing reports on individual securities ...