Economy & Markets
The important economic and stock market news that advisors need to know.
What I Learned From Investigating a Prospective Client’s Annuity
By Mike PattonEven with a prospect, you have to dig deep sometimes to make a recommendation, especially with annuities. Turns out that actuaries are pretty bright people.
September 13, 2013
Paulson: Ben Bernanke a ‘Hero’Former Treasury secretary regrets not being able to better communicate the need for a Wall Street rescue.
September 13, 2013
PIMCO’s El-Erian Asks: What’s Happening to Bonds and Why?It's a question every fixed-income investor is asking these days, but Mohamed El-Erian has come up with some solid observations, answers and investment ideas.
September 11, 2013
House debates exchange verification billBefore exchanges could award subsidies, a certified system would have to check consumers' income.
September 11, 2013
House debates exchange verification billBefore exchanges could award subsidies, a certified system would have to check consumers' income.
September 10, 2013
US income inequality at record highCould the reason be high unemployment or avoidance of capital gains taxes?
September 10, 2013
5 Years After Lehman Crash: ‘Dark Times’ AheadJanet Tavakoli and other commentators talk of violated American principles, the death of capitalism and dark times for the future of the republic.
September 10, 2013
4 Things Advisors Should Never Say to ClientsWriter Emily Guy Birken, the daughter of a CFP, considers four red flags her father warned her about.