Economy & Markets
The important economic and stock market news that advisors need to know.
Morgan Stanley’s Wilson Warns Stocks Are Not Yet in the Clear
By Michael MsikaA more "dovish Fed" and a 10-year yield below 4% "without recessionary data have yet to materialize," he said.
May 08, 2025
HNW Families Need Advice on Wealth TransferIn an RBC Wealth survey, 65% of wealth "givers" and 94% of receivers said they wanted professional help.
May 07, 2025
Does the ‘Plain Vanilla’ 60/40 Portfolio Really Need More Flavor?A U.S. stock/bond mix has outperformed more diversified blends, but some advisors prefer to spice it up.
May 06, 2025
Financial Advice Before 40 Is Critical for Long-Term Security: PollSome 80% of Gen Zers and millennials said they need to improve their financial planning, Northwestern Mutual reported.
May 06, 2025
Tax Reform Bill Close to Stalling: ValliereHouse opposition will push the timetable for passage well into summer, says the AGF Investments strategist.
May 06, 2025
World's 15 Richest Women: Forbes, 2025About 13% of the planet's billionaires are female, the magazine reports.
May 06, 2025
CEOs Celebrate Buffett as He Ends His 5,500,000% RunBofA's Moynihan and JPMorgan's Dimon are among those who've said they learned a lot from him.