Economy & Markets
The important economic and stock market news that advisors need to know.
Top 15 Wealth-Creating Stocks of the Past 10 Years: Morningstar
By Michael S. FischerThese market standouts have generated an estimated total of $15.9 trillion in shareholder wealth, says portfolio strategist Amy Arnott.
April 03, 2024
7 Tips for Advisors Planning to Break AwayThe growing independent RIA space includes both entrepreneurial younger advisors and those within sight of retirement.
April 03, 2024
Do You Need $1.5M to Retire? 5 Experts Weigh In on the New Magic NumberChristine Benz, David Blanchett, Michael Finke, Jamie Hopkins and Marcia Mantell discuss the latest retirement target.
April 01, 2024
20 Hottest Luxury Real Estate Markets: 2024One in five ultra-wealthy individuals plan to invest in real estate this year, according to Knight Frank.
April 01, 2024
How to Find the Right Asset Allocation for Your Retiring ClientTo plan for your client's unique needs, here's what to consider.
April 01, 2024
How Much It Takes to Join the Top 1%, in 17 CountriesThe top country on this list has a threshold more than twice that of the U.S.
April 01, 2024
Crash or Soar? Investors Get Ready for Stock Market ExtremesThe S&P 500 gained 10% in the first quarter, but there's growing concern that an unpriced risk could knock the bull market off its feet.
April 01, 2024
15 States With the Lowest Tax Rates: 2024U.S. households pay often drastically different amounts, and types, of state and local taxes.