Economy & Markets
The important economic and stock market news that advisors need to know.
Schwab and Others Bet on Tax-Savvy ETFs
By Emily GraffeoAt stake is a fund model patented by Vanguard that helped it save clients billions on taxes.
April 17, 2025
UnitedHealth to Ask for Higher 2026 PricesMedicare Advantage enrollees' use of care increased twice as fast as the insurance company had expected.
April 17, 2025
12 Most Livable Small and Midsize U.S. Cities: 2025Livability.com analyzed 100 data points on factors like costs, amenities and safety.
April 17, 2025
Stock Strategists Slash S&P Targets at Faster Pace Than in PandemicThe average year-end target is now 6,047 — though the range is 5,200 to 7,007.
April 16, 2025
How to Take RMDs in a Down MarketIRA and 401(k) investors can't avoid withdrawals forever, but many can use a downturn to their advantage.
April 16, 2025
Household Wealth Surged 16% in 2024 on Stock Gains: CerulliWhile wealthy investors benefited most, the mass affluent are sitting on a $3 trillion rollover opportunity, the group says.
April 15, 2025
Wellington, Vanguard, Blackstone Collaborate on New Multi-Asset Investment ProductsThe three firms' initiative aims to give investors access to institutional-caliber opportunities.
April 15, 2025
Bob Doll: What Advisors Should Say to Clients in 'Crazy Volatility Season'The worries on investors' minds now go far beyond tariffs, the Crossmark CEO tells ThinkAdvisor.