Economy & Markets
The important economic and stock market news that advisors need to know.
Active Investors' Pessimism Hit a Two-Year High in April: Schwab
By Dinah Wisenberg BrinThe quarterly survey saw bearish sentiment spike significantly.
May 15, 2025
11 Best & Worst Broker-Dealers: Q1 Earnings, 2025Two of the firms reported earnings declines from a year ago — one tied to a large regulatory payment.
May 15, 2025
FINRA to Raise $100 Gift LimitThe regulator also plans to codify looser rules on personal gifts.
May 14, 2025
12 Cities Where It Takes the Most Income to Be Middle ClassThe median income needed to enter this group in big cities increased to $74,225, SmartAsset research found.
May 14, 2025
Trump Tax Plan Heads to House Floor VoteThe Ways and Means Committee approved trillions in new tax cuts, but some crucial issues are unresolved.
May 14, 2025
Here Are the Tax Bill's Winners and LosersThe rich, for instance, would dodge a tax increase and be able to pass more wealth to heirs.
May 13, 2025
Optimism Is Back as Stocks Rally on China Tariff DealEd Yardeni boosts his S&P forecast, while bullish Jeremy Siegel notes stock optimism assumes tariff resolution.
May 13, 2025
These 10 States Are Most Vulnerable to a Recession, Study FindsThe majority of the weakest states are in the South and Mountain regions, National Business Capital researchers found.