Advisors

7 tax tips to make sure you get the biggest refund, according to financial advisors – Uptrends

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7 tax tips to make sure you get the biggest refund, according to financial advisors – Uptrends

With less than two months to go until 2023 taxes are due, there is still plenty of time to lower your bill or maximize your refund, advisors say. It’s also the perfect time to look ahead to decreasing your burden for 2024. Firstly, it’s important to make sure you have all of the documents you’ll … Read more

BlackRock, State Street Global Advisors back out of climate transition group – Uptrends

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BlackRock, State Street Global Advisors back out of climate transition group – Uptrends

The chief financial officer who oversees New York City’s five public pension funds, with $242 billion in assets, has something to say to BlackRock CEO Larry Fink’s asset management firm and Jamie Dimon’s J.P. Morgan Asset Management: You guys are failing. “By caving into the demands of right-wing politicians funded by the fossil fuel industry … Read more