Regulatory, Compliance, and Market Tools
Regulatory, Compliance, and Market Tools
Embedded Files
Stay current on tax impacts of new legislation and rate changes.
Assess how inflation or deflation scenarios may affect purchasing power, relevant for risk monitoring.
Historical Inflation – Compare Purchasing Power
Track inflation trends over time — useful for understanding macroeconomic changes and legislative impact.
Tax-Equivalent Yield Calculator
Calculate the after-tax return needed on taxable investments to match tax-exempt yields under current laws.
Interest Rate Impact Calculator
Model how rising or falling interest rates could affect borrowing, investment yields, and portfolio risk.
Retirement Impact of Legislative Changes
A general retirement calculator to assess the effect of tax and policy changes on retirement income.
Your Hub for Financial Rules, Regulatory Changes and Market Insights
Your Hub for Financial Rules, Regulatory Changes and Market Insights
The financial services industry is constantly evolving — from new legislation and compliance requirements to shifting market conditions. Our Industry Center is designed to keep you informed, compliant, and ahead of the curve. Here, you’ll find authoritative resources, curated news feeds, and analysis on the factors that impact your financial strategy.
Rules & Regulations
Rules & Regulations
A reference library of regulatory agencies, compliance guidelines, and key rules that shape the financial services industry.
Citations and summaries of relevant state and federal regulations
Links to official government and industry publications
Clear explanations of how these rules may affect your planning strategies
View Rules & Regulations →
Pending Legislation & Rule Changes
Pending Legislation & Rule Changes
Stay up to date on upcoming legislative proposals and regulatory adjustments that could impact financial products, taxes, insurance, or retirement planning.
Embedded RSS feeds from state and federal registers
Brief editor’s notes on what each proposed change means in plain language
Links to full legislative texts and comment submission portals
View Pending Legislation →
Popular Finance & Risk Feeds
Popular Finance & Risk Feeds
A live news wall pulling from trusted sources in finance, economics, and risk management.
Aggregated RSS feeds from top financial publications
Coverage of interest rate changes, economic indicators, and insurance market trends
Real-time updates to help you make informed decisions
View Finance & Risk Feeds →
How to Use the Industry Center
How to Use the Industry Center
Research – Use the Rules & Regulations section for authoritative references.
Monitor – Track changes in the Pending Legislation section so you’re never caught off guard.
Stay Current – Follow the Finance & Risk Feeds for market awareness and planning opportunities.
Knowledge is power — especially in financial planning. The Industry Center gives you the tools and information you need to navigate a constantly changing landscape with clarity and confidence.
Whether you're just starting your financial journey or looking to refine your existing plan, our goal is to equip you with the clarity, tools, and confidence to make the best decisions for your future. Book Your Consultation today and take the first step toward your own financial independence.
Regulatory & Industry Insights
Regulatory & Industry Insights
Rules & Regulations
Full list of proposed, adopted, and amended SEC rules.Current rules, interpretive guidance, and regulatory notices.
NAIC – Model Laws and Regulations
State insurance model laws, regulations, and white papers.Congress.gov – Legislation Tracker
Search and follow pending finance-related bills.Federal Register – Proposed Rules
Official repository for proposed federal rules.Consumer financial protection rule updates and public comments.
Real-time coverage of market-moving financial events.
Up-to-date economic data, interest rate updates, and global market news.
Financial Stability Board – Publications
Reports on global financial system risks and regulatory priorities.OECD – Financial Markets Trends
Research-based insights on emerging financial risks.Report abuse