Economy & Markets
The important economic and stock market news that advisors need to know.
Trump Pushed to Embrace 17% Income Tax for All
By Stephanie Lai, Amanda Gordon and Enda CurranDonald Trump is under pressure to embrace a flat tax rate and hold the line on the state and local tax deduction.
April 17, 2024
Happy 60th Birthday. Time to Reduce Future RMDs.Traditional retirement accounts are "unlocked" at age 59.5, opening a window to act before RMDs start at 73.
April 17, 2024
Here's What the Future of Investing Looks LikeThe Massachusetts Investors Trust turns 100 this year, and QQQ turns 25. Both tell us about what's coming.
April 17, 2024
Supreme Court Case Could Upend a Key Succession StrategyThe case involves a life insurance strategy intended to keep remaining shareholders in control after a key shareholder's death.
April 16, 2024
Critics Continue Fight Two Unpopular Social Security ProvisionsSocial Security's windfall elimination provision and government pension offset rules can be particularly hard on surviving spouses.
April 16, 2024
10 Cheap Stocks With Reliable Dividends: MorningstarCompanies on the index that are currently undervalued were screened for quality and durable payouts.
April 16, 2024
Two-Thirds of Pre-Retirees Expect to Work Past 65Here's how advisors are helping them, according to a Nationwide survey.
April 16, 2024
Morgan Stanley's Wealth Revenue Tops EstimatesPlus, net new assets for the unit in Q1 were $95 billion — higher than the previous two quarters combined.