Economy & Markets
The important economic and stock market news that advisors need to know.
Alphabet's Dow Debut Shows Index Headache in Tech-Driven Economy
By Isabelle LeeIt will replace Verizon before trading begins June 29, following the relatively recent additions of Nvidia and Amazon.com.
June 24, 2026
Why This Advisor Doesn't Steer Retirees to TIPSDana Anspach, an author and retirement financial planner, outlines her "income ladder" approach.
June 24, 2026
Advisors Are Bullish on Model Portfolios: MorningstarAt the end of March, the researcher notes, such vehicles reached $943 billion, up 46% over last year.
June 23, 2026
Retiring This Year? Prepare for a Decade of Disappointment in Stocks: FinkeAlso, high inflation in early retirement can hit as hard as a market downturn, the American College professor suggests.
June 23, 2026
Stocks Slide as Wall Street Gets AI Wake-Up CallThe volatility was centered on memory providers — an area that has accounted for the lion's share of equity gains this year.
June 23, 2026
These Factors Have a Big Impact on Retirement Health CostsA five-year change in retirement timing or life span can affect costs significantly, Milliman reports.
June 23, 2026
12 Global Cities With the Most Ultra-Wealthy ResidentsThe number of individuals with $30 million or more grew 30% in the past two years, Altrata reports.
June 23, 2026
Morgan Stanley Plans $1.3 Billion Tower for Dallas ExpansionThe property is less than a mile from Goldman Sachs' $500 million campus and now includes a seafood restaurant and a defunct gym.