Weekly FYI
A New Year, a New Approach to Investing?
What is the “Total Portfolio Approach” and Why Should You Care? When a colleague uses the acronym “TPA” in conversation,...
Collective Investment Trusts Bill Clears House
Legislation to amend relevant securities laws to permit 403(b) plans to invest in Collective Investment Trusts (CITs) passed the House...
Deal on NDAA Includes New Restrictions on U.S. Outbound Investments in China
The House-passed National Defense Authorization Act (NDAA) for FY2026 includes major new restrictions on U.S. outbound investments in China, intended...
IRS, Treasury Start Process of Implementing New Federal School Choice Program
H.R. 1, the reconciliation bill containing the legislative recommendations of the Congress pursuant to the Concurrent Resolution on the Budget...
While Feds Work to Dismantle Public Education, States Work to Address Teacher Shortages
On November 18, the Trump administration announced six interagency agreements signed with other Federal departments as part of its overall...
ISS SCAS Says Mandatory Arbitration Will “Supercharge” Securities Litigation
The recent decision by the Securities & Exchange Commission (SEC) to permit companies making initial public offerings (IPOs) to adopt...
Medicare Costs Rising Significantly in 2026
The Centers for Medicare & Medicaid Services (CMS) announced November 14 that Medicare Part B monthly premiums would rise $17.90...
Financial Literacy Among Older Adults
Financial literacy is the ability to understand and manage personal finances, including skills such as budgeting, saving, investing, and managing...
NCTR Gives Thanks for The Public Education “Village”
“It takes a village” is a commonly used phrase based on the belief that children grow up healthier and happier...
New NIRS Report Examines Economic Impact of Possible Cut in Social Security Benefits
A new report from the National Institute on Retirement Security (NIRS) provides a detailed examination of the national and state-by-state...