April 13, 2025

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Mortgage

Mortgage Advisor Joe Cucchiara Shares His Insights on Navigating Mortgage Market Volatility, Housing Supply, & More

  • April 11, 2025

Chris Gallagher  |  Contributor The U.S. mortgage market has been on a rollercoaster ride over the past few years, thanks to economic uncertainties, policy shifts, and global financial pressures. As individuals move through 2025, volatility remains a defining characteristic, influencing everything from home affordability to refinancing trends.  Joseph Cucchiara (Joe), who is a part of

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Crypto

Should I report crypto, Bitcoin, NFTs on my taxes? Steps, what to know

  • April 11, 2025

Most meme coins not under SEC jurisdiction: Peirce Head of the SEC Crypto Task Force and SEC Commissioner Hester Peirce gives her take on meme coins and says the SEC will look at the facts and circumstances, but says most meme coins probably don’t have a home in the current set of regulations. Bloomberg Digital

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Funds

How has Pa. responded to Trump admin’s threat over DEI in schools?

  • April 9, 2025

Trump calls for end to DEI programs President Donald Trump is calling for an end to federal diversity, equity and inclusion, or DEI, programs. Fox – Seattle Pennsylvania education officials are reaffirming their compliance with civil rights laws in answer to a Trump administration threat to pull federal funding from schools that embrace certain diversity,

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Funds

How have tariffs affected CALPERS, CALSTRS

  • April 9, 2025

Adam Ashton  |  CalMatters Hands Off protest against Trump, Musk in Palm Springs People gather at Palm Springs City Hall on Saturday, April 5, 2025, to protest the actions of the Trump administration, including Elon Musk’s role. This story was originally published by CalMatters. Sign up for their newsletters. The investment chief who’s responsible for the retirement plans

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Funds

Wisconsin to hold off on reinstating COVID-era grants tied up in suit

  • April 8, 2025

Donald Trump to withdraw US from World Health Organization President Donald Trump has announced that the US is withdrawing from the World Health Organization (WHO), citing its handling of COVID-19, alleged political bias, and failure to reform. unbranded – Newsworthy The Wisconsin Department of Health Services is holding off on reinstating more than $200 million

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Funds

Mississippi Department of Education fights $137M federal funds cut

  • April 4, 2025

“These are not just numbers on a spreadsheet; they represent critical services and supports that directly benefit our most vulnerable students.” Subscribe to Clarion Ledger: Local journalists covering local stories Clarion Ledger journalists cover the important moments in Mississippi. Support local journalism by subscribing. Staff The U.S. Department of Education announced an immediate end to

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Investors

Judson Gee’s Guide to Tax Mitigation Strategies for High-Income Earners, Investors & Business Owners

  • April 2, 2025

Ethan Stone  |  Contributor For high-income earners and business owners, taxes often represent their largest recurring expense. While many financial advisors focus on basic tax strategies, such as tax-loss harvesting, more advanced methods exist that can potentially legally and significantly reduce tax burdens. Judson Gee, Managing Partner of JHG Financial, has built a reputation as

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Funds

PA’s Shapiro sues Trump administration over public health cuts

  • April 2, 2025

RFK Jr. to cut 10,000 jobs at US health department The U.S. Department of Health and Human Services announced that it will cut about 10,000 full-time jobs and close half of its regional offices. Reuters Pennsylvania joined a multistate lawsuit against the Trump administration for cutting billions in state health funding. Pennsylvania state officials say

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Finance

How NAF’s Academy of Finance kick-started an accountant’s successful career

  • March 31, 2025

Stepfanie Romine for NAF  |  The Detroit News Christian Liner has spent the last 16 years building an impressive career in accounting and finance. After earning his bachelor’s degree in accounting at Eastern Michigan University and an MBA at Cleary University, he worked in auditing for two of the Big Four accounting firms. He then

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Funds

Federal funding cuts have local food banks struggling for inventory

  • March 31, 2025

FRAMINGHAM — “Canceled.” That’s the dreaded word Jean McMurray, executive director of the Worcester County Food Bank in Shrewsbury, saw next to her most recent online order she had made. Last week, the U.S. Department of Agriculture (USDA) Northeast Regional Office confirmed to the state’s Department of Elementary and Secondary Education (DESE) that Massachusetts’ $3.4

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