Economy & Markets
The important economic and stock market news that advisors need to know.
Here's What's Sparking a Surge in 401(k) Millionaires
By John ManganaroAverage 401(k) balances are rising for a number of reasons, Fidelity finds.
February 26, 2024
College Endowment Returns Rebounded in Fiscal 2023U.S. higher-learning institutions and affiliated foundations gained 7.7%, net of fees, according to the yearly study.
February 26, 2024
Berkshire Inches Toward $1T ValuationThe conglomerate just posted higher operating earnings thanks to a jump in insurance underwriting profits and investment income.
February 23, 2024
12 States With the Lowest Property TaxesHouseholds in most of these states pay substantially less in annual property taxes than the national average of $2,869.
February 23, 2024
Estate Planning Is 'The Next Frontier' for Advisors: Steve Lockshin"This is true for anybody who has any wealth at all," the Vanilla founder tells ThinkAdvisor.
February 23, 2024
Ed Yardeni: S&P Could Hit 5,400 by Year-EndThe investment expert said the stock market is experiencing "the roaring 2020s," led by Nvidia.
February 22, 2024
12 Worst Cities for Financial DistressMany Americans are experiencing money woes, including credit accounts in forbearance or with their payments deferred.
February 22, 2024
19 Ways to Meet the Wealthy This SpringWith a little research and imagination, there are lots of places to find new prospects.