Katie Rass
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Executive managing editor @ThinkAdvisor. Ex-@nytimes, ex-@DowJones, Xennial. Mom of twins+1. Silence is golden but shouting is fun.
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Articles by Katie Rass
10 Cheapest States for Long-Term Care: 2025
ThinkAdvisor provides financial advisors, registered investment advisors and wealth managers with comprehensive coverage of the products, services and information they need to guide their clients in making critical wealth, health and life decisions.
10 Most Expensive States for Long-Term Care: 2025
ThinkAdvisor provides financial advisors, registered investment advisors and wealth managers with comprehensive coverage of the products, services and information they need to guide their clients in making critical wealth, health and life decisions.
One Big Beautiful Bill Act: A Quick Tax Guide
Immediate Answers to Critical Tax Questions At Your Fingertips Keep up with the latest tax rules and regulations with weekly, exclusive updates by our Tax Facts experts. Get More Information Recently Added Q&As Recently Updated Q&As What is a high deductible health plan for purposes of an HSA? Get Answer Recently Updated Q&As Are remote workers eligible for leave under the Family and Medical Leave Act (FMLA)?
Envestnet Adds Portfolio Options From State Street, BlackRock
What is a high deductible health plan for purposes of an HSA? Get Answer Are remote workers eligible for leave under the Family and Medical Leave Act (FMLA)? Get Answer Is the value of employer-provided coverage under accident or health insurance taxable income to an employee when the coverage is provided for the employee’s spouse, children or dependents? Get Answer What auto-enrollment rules apply to 401(k) plans starting in 2025?
12 Cheapest States for Long-Term Care: 2024
12 Cheapest States for Long-Term Care: 2024 Slideshow March 25, 2025 at 12:49 PM Start Slideshow America’s long-term care services cost more in 2024 across the board thanks to rising occupancy rates and labor costs, according to recent research by Genworth and its CareScout unit. Start Slideshow Michael S. Fischer Katie Rass More on this topic
12 Most Expensive States for Long-Term Care: 2024
ThinkAdvisor provides financial advisors, registered investment advisors and wealth managers with comprehensive coverage of the products, services and information they need to guide their clients in making critical wealth, health and life decisions.
How the World's Biggest Fortunes Have Grown Since Trump's Election
ThinkAdvisor provides financial advisors, registered investment advisors and wealth managers with comprehensive coverage of the products, services and information they need to guide their clients in making critical wealth, health and life decisions.
How AI Will Transform Advisors' Investment Management Workflow
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events Commentary October 10, 2024 at 01:59 PM Share & Print What You Need to Know Generative AI will help...
‘Dr. Doom’ Warns of Stagflation Shock if Trump Wins
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events News October 09, 2024 at 04:09 PM Share & Print What You Need to Know Nouriel Roubini citied higher...
Fidelity to Unveil Revamped Desktop-Trading Platform
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events News October 08, 2024 at 04:14 PM Share & Print Fidelity Investments is unveiling a revamped desktop...
Jobs Data Wipes Out Bets on Big Fed Cuts
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events News October 04, 2024 at 09:16 AM Share & Print Traders slashed their bets on the pace of future Federal...
Debate: Is the 20% Business Income Deduction Worth It?
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events Expert Opinion October 03, 2024 at 04:15 PM Share & Print As 2025 approaches, members of Congress are...
How Well Do You Understand Your UNHW Clients’ Spending Rate?
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events Commentary October 03, 2024 at 03:23 PM Share & Print What You Need to Know Only 10% of families with over...
Affluent Investors Are Increasingly Willing to Pay for Advice: Cerulli
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events News September 30, 2024 at 12:53 PM Share & Print The demand for paid financial advice is on the rise...
Wellington Lays Off Dozens of Employees With Voluntary Job Cuts
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events News September 30, 2024 at 10:20 AM Share & Print Dozens of Wellington Management employees are leaving as...
Bechmarking Costs Climb as Regulators Demand More Disclosure
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events Commentary September 27, 2024 at 03:31 PM Share & Print What You Need to Know The use of sophisticated...
3 Starting Points for Transforming Your Practice With AI and Automation
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events Commentary September 25, 2024 at 02:16 PM Share & Print We’re barely two years since ChatGPT was released...
80% of Americans Worry Election Will Affect Retirement: Survey
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events News September 23, 2024 at 01:54 PM Share & Print As the U.S. presidential election nears, Americans are...
S&P 500 Hits All-Time High on Soft-Landing Hopes
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events News September 19, 2024 at 02:15 PM Share & Print Wall Street traders betting the Federal Reserve will be...
Fed Cuts Rates by Half Point In Decisive Bid to Defend Economy
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events News September 18, 2024 at 02:17 PM Share & Print The Federal Reserve lowered its benchmark interest rate...
Trump Pledges to Restore SALT Write-Off, Tax Break He Curbed
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events News September 17, 2024 at 04:57 PM Share & Print What You Need to Know Trump's 2017 tax overhaul capped...
How to Lift Yourself and Others Through Storytelling: 5 Simple Steps
Have you ever met someone briefly and felt like you really knew them afterward? This usually happens when we have a shared interest or passion, grew up in the same area, or played the same sport. We find something in common that helps us feel like we have known them for longer than our brief acquaintance. We typically discover our commonalities by hearing each other’s stories. Many people are too self-conscious or reticent to tell their story.
Schwab Expects Revenue to Rebound After Slump Earlier This Year
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events News September 17, 2024 at 09:09 AM Share & Print Charles Schwab Corp.
BofA Names Leaders to Better Align Investment Bank, Wealth Units
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events News September 17, 2024 at 09:02 AM Share & Print Bank of America Corp.
‘Boring Is Good’: BofA Strategist Favors Dividend Stocks
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events News September 16, 2024 at 11:02 AM Share & Print The election, the economy, just how big this week’s U.S....
86-Year-Old Investor Warns Peers on Value-Stock Betrayal
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events Analysis September 13, 2024 at 04:36 PM Share & Print Jim Cullen knows the urge.
How to Talk to Clients Who Fear the End of the Bull Market
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events Commentary September 12, 2024 at 03:39 PM Share & Print What You Need to Know Volatility is back (and it's...
Ultra-Rich Families Set to Control $9.5 Trillion by 2030, Deloitte Says
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events News September 06, 2024 at 09:31 AM Share & Print The wealth of ultra-rich families will likely swell to...
Rob Arnott Is Launching an ETF Made Up of Stock-Index Rejects
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events News September 04, 2024 at 04:05 PM Share & Print What You Need to Know The Research Affiliates Deletions...
Sen. Warren Presses FINRA to Explain Enforcement Decline
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events News August 30, 2024 at 10:15 AM Share & Print Senator Elizabeth Warren is pressing the nation’s...
Trump Says His Plan to Renew 2017 Tax Cuts Will Pay for Itself
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events News August 28, 2024 at 11:08 AM Share & Print What You Need to Know The Republican candidate has vowed to...
Consumer Confidence Hits 6-Month High
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events News August 27, 2024 at 05:08 PM Share & Print U.S. consumer confidence rose to a six-month high in August...
Federal Judge Blocks FTC's Noncompete Ban
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events News August 27, 2024 at 10:35 AM Share & Print What You Need to Know Roughly 30 million Americans are...
Federal Judge Blocks FTC's Noncompete Ban
A ban on such agreements would impact businesses and people across the workforce — everyone from doctors to tax professionals to hair stylists — and shift the balance of power between bosses and staff. The FTC maintains that it had the authority to approve the rule in April, as part of its duty to ward off unfair methods of competition. Graham said the agency will still seek to protect workers limited by noncompete agreements.
BNY to Pay $5M Over Swaps Reporting
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events News August 26, 2024 at 05:12 PM Share & Print Bank of New York Mellon Corp.
Goldman's Rubner Sees New S&P High This Week
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events News August 26, 2024 at 04:44 PM Share & Print Strong flows from corporate buybacks and systematic funds...
Goldman's Rubner Sees New S&P High This Week
“Everyone is going back to the pool,” he wrote. “U.S. systematic strategies have now overshot exposure to the downside.” That said, demand may run out three weeks from now, which would mean a skew back to the downside, Rubner warned. The next big test for the market arrives on Wednesday after the bell when Nvidia Corp. is expected to post second-quarter earnings and revenue that are more than double from a year ago.
El-Erian Says Market Is Pricing In Too Many Fed Rate Cuts
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events News August 22, 2024 at 03:00 PM Share & Print Traders are overplaying the prospects of an aggressive...
UBS Profit Beats Estimates in Boost to Ermotti’s Buyback Plans Original
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events News August 14, 2024 at 11:39 AM Share & Print What You Need to Know The Zurich-based bank said net income...
$630M Advisor Team Joins Commonwealth From Osaic
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events News August 14, 2024 at 11:01 AM Share & Print Krueger Financial Services, an advisor team based in Tempe,...
Fed’s Bostic Says More Data Needed, Rate Cut Likely by Year-End
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events News August 13, 2024 at 04:38 PM Share & Print Federal Reserve Bank of Atlanta President Raphael Bostic...
Goldman, JPMorgan Say Markets Pricing in Higher Recession Odds
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events News August 13, 2024 at 04:30 PM Share & Print What You Need to Know Equity and bond markets are assigning...
Goldman, JPMorgan Say Markets Pricing in Higher Recession Odds
Moreover, the forecasts among economists haven’t materially increased, with the consensus staying at 30% since April after reaching nearly 70% in 2023. The S&P 500 is still down over 4% since its record high in mid-July while the tech-heavy Nasdaq 100 is down more than 8% from its peak. Rate markets are pricing in the higher odds of recession that equities in the Goldman and JPMorgan models.
Tim Walz Discloses Net Worth Under $1M, Says He Owns No Stocks
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events News August 08, 2024 at 04:53 PM Share & Print What You Need to Know Kamala Harris' running mate pushed...
Schwab, Fidelity, TD, Vanguard Trading Sites Face Outages as Stocks Plunge
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events News August 05, 2024 at 11:00 AM Share & Print Investors reacting to plunging markets Monday reported...
At Schwab, Donor-Advised Fund Grants Surge 31% in 2024
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events News July 25, 2024 at 04:06 PM Share & Print Schwab’s donor-advised fund arm, DAFgiving360, has reported...
Smarsh Integrates ChatGPT With Its Compliance Platform
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events News July 19, 2024 at 01:44 PM Share & Print Smarsh, a compliance tech firm serving 19 of the top 20...
10% Stock Drop ‘Highly Likely’ Before Election: Morgan Stanley’s Wilson
Traders should brace for a significant pullback in the stock market as uncertainty swirls around the U.S. presidential campaign, corporate earnings and Federal Reserve policy, according to Morgan Stanley’s Mike Wilson. “I think the chance of a 10% correction is highly likely sometime between now and the election,” Wilson said in an interview with Bloomberg Television Monday.
Supreme Court Overturns Chevron Rule in Blow to Agency Power
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events News June 28, 2024 at 10:59 AM Share & Print A divided U.S. Supreme Court threw out a decades-old legal...
Supreme Court Curbs SEC’s In-House Judges in Fraud Cases
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions Podcast Center Video Center Webcasts Resource Center Events News June 27, 2024 at 11:53 AM Share & Print What You Need to Know The 6-3 decision in Securities and...
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