The implementation of the Tax Cuts and Jobs Act (TCJA) in 2018 has introduced major changes in terms of what investors can and cannot deduct from their tax returns. Among the most notable omissions ...
Business Intelligence | From W.D. Strategies on MSN

The AI portfolio guard: How retirees use AI to audit advisor fees in 2026

Picture yourself sitting across from a financial advisor who's charging you fees that slowly drain your retirement savings. For decades, retirees had no choice but to trust the numbers presented to ...
Paying a 1% annual fee to a financial advisor for managing a $2 million investment portfolio is pretty typical, but that doesn’t necessarily mean it’s the right amount for every investor. Even ...
Investment-related fees are on a downward trajectory, The Wall Street Journal reported. Just recently, an index-tracking fund with a 0.2% fund fee arrived on the scene, which, per the Journal, is "the ...