Economy & Markets
The important economic and stock market news that advisors need to know.
Top 10 Best States for 401(k) Plans
By Danielle AndrusThe best states for 401(k)s based on the concentration of strong plans, as measured by design, management and performance, are ranked by Judy Diamond Associates.
March 04, 2014
Obama’s 2015 Budget Riles Up Retirement IndustryIndustry officials are bristling over the proposal to limit retirement plan contributions.
March 03, 2014
U.S. stocks fall amid global selloff on Ukraine turmoilThe S&P 500 Index fell 1.1 percent, the most in a month, to 1,829.06.
March 03, 2014
Understanding the 3.8% Net Investment Income TaxHere are the rules and regs for this new tax, who it affects and how it works. The first of a two-part series.
March 03, 2014
13 Best Finance Tweets of the Month: FebruaryFebruary came in with a lackluster jobs report, went out with the fleeing of the Ukranian president and brought Fed-inspired love notes in between.
March 01, 2014
Time to Lighten Up on Stocks?The hotter todays market gets, the more likely investors are to get burned, experts and indicators say.
February 28, 2014
Bill Gross Defends Tough Management StyleThe PIMCO founder says "hard love" is sometimes necessary. Questions remain about the bond shops future in the wake of El-Erians abrupt exit.
February 27, 2014
What Buffett’s Farm Can Teach InvestorsWhat investors should value, and what is a distraction, are key themes in Buffetts widely anticipated annual shareholder letter, coming this weekend.