NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey
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ChartTalk: The U.S. federal budget deficit is growing—and threatens to expand further with recent proposals in Congress. The infographic illustrates the sources of federal revenues and the programs to which those monies flow.
ChartTalk: In response to the pandemic, economic slowdowns, and geopolitical instability, government debt has been rising around the globe. The infographic shows the biggest debtors, measured against each nation’s GDP.
In the first panel of a series called “Policies That Work,” Wharton’s Jeremy Siegel and Kent Smetters dissected the 2024 presidential candidates’ proposals.
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The AI-Powered Financial Advisor
Begins November 20, 2025
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
December 8–11, 2025