Economy & Markets
The important economic and stock market news that advisors need to know.
Schwab Charity Funnels $250M to Right-Wing Causes
By Emily BirnbaumThe donor-advised fund gave $141 million to a group tied to activist Leonard Leo between mid-2022 and mid-2023.
April 30, 2024
How to Lock In a $14M Estate Tax Exemption Before 2026Families have a range of planning options — and trust limitations — to consider as exclusion amounts change.
April 30, 2024
S&P 500 Falls 1% at End of Worst Month This YearThe S&P 500 broke below 5,100, and is poised to halt a streak of five straight monthly gains.
April 30, 2024
IBD Channel Faces Exodus to RIAs: CerulliOf advisors thinking of going independent, only a fraction said they'd want to custody with their current BD.
April 29, 2024
10 Blue-Chip Stocks to Buy for the Long Term: MorningstarThe highlighted companies have predictable cash flows, with management teams making smart capital-allocation decisions.
April 29, 2024
Why Invest in Private Markets?It's possible to ride along with top-quartile funds found in multibillion-dollar institutional portfolios.
April 29, 2024
Stocks Trade for 390 Minutes a Day. Increasingly, Only 10 MatterAbout a third of S&P 500 stock trades occur in the last minutes of a session, up from 27% in 2021.
April 29, 2024
Debate: Do Taxpayers Benefit From Changes to the Saver's Credit?Starting in 2027, the credit will be replaced by a 50% matching contribution to existing 401(k)s and IRAs.