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Commentary

Morningstar Moments: 3 Things You May Have Missed

Our analysts talked about Biden's tax proposal, disruptive technology, and financial advice.

Here are the major market moments our analysts have been talking about.  

1) Taking a Closer Look at the Fine Print


https://twitter.com/LauricellaTom/status/1407308979525586944

Following the word of President Joe Biden's corporate tax proposal, high-income taxpayers started worrying. It has yet to pass, so there is still some time--right? Actually, the effective date may have already passed. How is this possible? Sheryl Rowling gives us some context and shares some tips for advisors with clients who find themselves in this boat.