Economy & Markets
The important economic and stock market news that advisors need to know.
A Third of Americans Are Not Happier in Retirement: Study
By Michael S. FischerRetirees who are content in their post-work years are likelier to prioritize social activities, MassMutual reported.
March 12, 2024
There's No Reason to Raise S&P 500 Target: Morgan Stanley's Wilson"We have a situation where people are reaching for risk because there is FOMO," the strategist said.
March 12, 2024
6 Ways for RIAs to Win Next-Gen AdvisorsKate Healy and Caleb Brown shared tips on how to develop, and keep, up-and-coming talent.
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.