The One Big Beautiful Bill Act will lead to heftier payments, but taxpayers and retailers won’t benefit equally.
3 minute read
About 400 millionaires called on world leaders at Davos to combat extreme wealth and inequality with taxes on the very rich
4 minute read
Average refunds will be up between $300 to $1,000 for the more than 100 million taxpayers who receive refunds, according to estimates from the Tax Foundation.
3 minute read
Denmark’s AkademikerPension fund is unloading all of its Treasury debt. The the Ontario Teachers’ Pension Plan scaled back its holdings early last year.
4 minute read
Stocks are up. The 10-year Treasury yield is down. Oil is cheap. Still, there’s one asset that shows how stressed Americans really are.
Long Read
The treasury secretary also said a new Fed chair could be announced next week.
2 minute read
Overall foreign holdings of U.S. government debt reached a record of $9.36 trillion.
2 minute read
The U.S. fiscal picture is improving, helped by spending cuts in education and stronger tax revenue from tariffs and wage growth.
2 minute read
President Donald Trump has played stock market activist before. The results were mixed.
4 minute read
Economists at the University of Pennsylvania’s Wharton School worry how a wealth tax might further shrink a start-up’s odds of success.
3 minute read
Higher levies on imported furniture were slated to go into effect Thursday. They have now been pushed back a year.
2 minute read
Investors in qualified small business stock got a huge boost.
Long Read
Until the IRS says otherwise, sports betting on Kalshi and Polymarket may have a tax advantage over traditional sportsbooks.
4 minute read
Nearly 7% of Vanguard’s IRA investors age 73 and up fail to take required annual withdrawals, triggering costly tax penalties.
3 minute read
U.S. economic growth has defied forecasts, even with elevated interest rates, trade disruptions, and a cooling labor market. What the experts may be getting wrong.
Long Read
The sale of underperforming assets to lessen stockholders’ tax burden can render some stocks undervalued. An Evercore screen can help you find names that can bounce back.
3 minute read
In some statutes, muni income counts toward modified adjusted gross income, but in the One Big Beautiful Bill Act, it doesn’t.
3 minute read
Bank of America estimates that the One Big Beautiful Bill will result in total tax refunds rising by roughly 18%.
3 minute read
There are number of ways for older Americans to manage their income, investments, and charitable contributions to pay less to Uncle Sam.
Long Read
President Donald Trump promised an economic boom of historic proportions in his speech to the nation Wednesday. Persistent inflation and a weakening job market could get in the way.
4 minute read
After many false starts, investors are once again betting that marijuana businesses are close to seeing federal restrictions ease.
3 minute read
Here’s our weekly roundup of the most-read articles at Barron’s Advisor.
3 minute read
The reclassification of the drug would reduce the tax burden on the companies.
2 minute read
Time is running out to take advantage of tax breaks before year end. Here are some moves to make.
4 minute read
Direct indexing and 351 exchange funds are among the innovations advisors are using to help investors limit the tax bite on their investments.
Long Read