Chairwoman Carolyn Maloney, D-New York, speaks during a House Oversight and Reform Committee hearing on Legislative Proposals to Put the Postal Service on Sustainable Financial Footing on Capitol Hill in Washington, DC, on February 24, 2021.
Graeme Jennings | AFP | Getty Images
The House Oversight Committee reissued a subpoena for years of financial records from former President Donald Trump and his businesses as it presses on with investigations into potential conflicts of interest and self dealing.
The renewed push by congressional Democrats to obtain Trump’s financial statements from his longtime accountant Mazars USA follows the Supreme Court’s Feb. 22
Trusted advisers are honest and empathetic — especially as we learn more about our clients’ motivations and other experiences. These factors, and how they are revealed to us, may be the biggest test of the strength of our professional relationship.
The personal stories of two of my clients over the years illustrate how complex these relationships are, and how good advisers tailor their approach to allow their clients to make good decisions, balancing their social and emotional needs without sacrificing their financial goals, and vice versa.
The Bottom Is in for These 3 Stocks? Analysts Say ‘Buy’
Never say that one person makes no difference. This past Thursday, stocks tumbled, bonds surged, and investors started taking inflationary risks seriously – all because one guy said what he thinks. Jerome Powell, chair of the Federal Reserve, held a press conference at which he gave both the good and the bad. He stated, again, his belief that the COVID vaccination program will allow a full reopening of the economy, and that we’ll see a resurgence in the job market. That’s the good news. The bad news, we’ll
In a recent column, you talked about the possible pitfalls in retirement of giving financial help to adult children and family members. My question: How do you say “no”? I think refusing a request is difficult for most parents.
It is. And I’m a case in point.
In recent years, my wife and I have helped several family members with financial problems. In most instances, we were happy to step up. It feels good, obviously, to help someone you love. And, as we get older, it’s nice to know that we’re still needed. Even if that need involves cash.
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