U.S. Inflation Is Heating Up Again—and It’s Not Just Gas Prices
- Investopedia
U.S. inflation heated up in September, and it wasn’t just because of rising fuel prices.
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Robinhood’s AI Agents Won’t Help You Beat the Market: Allison Schrager
- Bloomberg
Faster trades don’t necessarily mean better returns—this article challenges the promise of AI-powered trading and asks whether retail investors are gaining an edge or simply automating overconfidence.
Turns out, managing bots is just as annoying as managing people
- Business Insider
Workers shared with Business Insider a laundry list of growing pains that come with managing agentic AI: "rot," long-running tasks derailed by a single error, and agents duplicating one another's work.
Using Charitable Trusts to Transfer Business Assets
- Broadridge Content
Charitable remainder and charitable lead trusts are special types of trusts into which you transfer assets, retain either a present or future economic benefit for yourself or your family, and provide for a present or future transfer to a charitable entity. The transfer into either one of these types of trusts will qualify for income, estate, and gift tax charitable deductions. A charitable remainder or a charitable lead trust can be an excellent vehicle into which to transfer the closely held stock of your business.
Best Practices for Retirement Plan Committees
- Broadridge Content
Strong governance starts with structure, process, and a clear understanding of fiduciary responsibility.
How Tax Loss Harvesting Can Help You Prepare For 2027
- Forbes
Learn how tax loss harvesting can reduce your capital gains taxes, offset ordinary income and position your portfolio for long-term growth entering 2027.
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