Investors: Understand the regulatory landscape to stay one step aheadMarch 30, 2016
Today's current regulatory landscape is ever changing and complex. Listen to Jennifer O'Neill, Institutional Business Development Officer, talk about one of the most pressing issues in the retirement plan regulatory landscape today: how the Department of Labor's proposal on "fiduciary" responsibility will affect the investment industry.
Many analysts would say the economy is too complex today to expect one commodity like oil to drive all business activity in a predictable way. But that hasn't stopped some from recalibrating their analysis to find out if there remains or if there ever was a reliable correlation between the price of oil and the performance of the overall stock market.
The AMT now affects millions of families each year, and the complexity around it can create uncertainty for taxpayers. Learn more from Tom Bassett, Tax Manager of the East Region for Commerce Trust Company.
Is the financial paperwork piling up at your house? Despite the inconvenience, the truth is that many financial documents require long-term safekeeping. Holding onto your basic tax records for at least three years is the norm, and some should be kept indefinitely.