Economy & Markets
The important economic and stock market news that advisors need to know.
4 'Reasonable' Choices, If You Must Own U.S. Stocks: Grantham
By Dinah Wisenberg BrinThe contrast between market enthusiasm and global risks seems "extreme, illogical and dangerous," Grantham wrote in a recent note.
March 12, 2024
Larry Swedroe: 10 Big Risks Threatening Markets NowActive investing is a "loser's game," says the popular author and researcher, who has a large holding in alternative investments.
March 12, 2024
10 Stocks Worth More After Q4 Earnings: MorningstarThe average fair-value estimate increase was 2.07% through February, the biggest average increase since 2021.
March 12, 2024
IRS Launches Direct FileThe Treasury Department estimates that one-third of federal tax returns could be prepared using the pilot program.
March 12, 2024
FINRA Suspends Ex-Rep Over Reg BI ViolationsThree clients experienced excessive and unsuitable trades that were not in their best interest, FINRA said.
March 12, 2024
Social Security 2025 COLA Estimate Jumps to 2.4%Higher-than-expected inflation in February has pushed the 2025 Social Security COLA projection up meaningfully.
March 11, 2024
12 Tax Changes in Biden's Second-Term AgendaBiden is seeking higher levies on investors and large businesses, while preserving some of his rival's cuts.
March 11, 2024
Biden's $7.3T Budget Sets Up Tax Fight With TrumpNew services, middle-class tax breaks and price controls would be funded by higher taxes on the wealthy and corporations.