Economy & Markets
The important economic and stock market news that advisors need to know.
How Roth Conversions Fit Into 2025 Planning
By Roger WohlnerFor the right clients, 2025 could be a good year for this strategy for a number of reasons.
May 19, 2025
Stocks Bounce From Lows as Dip Buyers Wade Back InMark Haefele of UBS views the latest credit action as "a headline risk rather than a fundamental shift for markets."
May 18, 2025
New York Republican Floats Higher Tax Rate to Pay for SALTThe tax bill "has stalled — and it needs wind in its sails," said Rep. Nick LaLota, R-N.Y., on Saturday.
May 18, 2025
Mini 'Sell America' Vibe Revived After Moody’s Downgrades U.S. DebtThe ratings group stripped the U.S. government of its top credit rating late Friday.
May 16, 2025
S&P 500 Is Set for Its Second-Best Week This YearBut the big comeback from last month’s rout is poised to come to a halt, warns Morgan Stanley’s Lisa Shalett.
May 16, 2025
Active Investors' Pessimism Hit a Two-Year High in April: SchwabThe quarterly survey saw bearish sentiment spike significantly.
May 16, 2025
Investors Still Prefer Advice From Real People: GallupForty-three percent of adults surveyed said they turn to family and friends for advice, a poll found.
May 16, 2025
Trump Tax Cuts Rejected by House PanelFour ultraconservatives want deeper cuts to Medicaid and a faster phase-out of clean energy tax credits.