Economy & Markets
The important economic and stock market news that advisors need to know.
DOL Won't Float a New Fiduciary Rule
By Melanie WaddellLabor said it has restored ERISA's five-part test for determining who is an investment advice fiduciary.
March 18, 2026
Fed Holds Rates Steady, Still Projects One Rate Cut in 2026Fed officials acknowledged increased uncertainty due to the war in the Middle East.
March 17, 2026
Why the Boomer Wealth Transfer Might Not Be So 'Great'A significant portion of the assets' value could evaporate in their distribution, a new white paper argues.
March 16, 2026
How to Help Retired Clients Cope With Market VolatilityOnce investors begin taking income from their portfolios, the order in which returns occur becomes critically important.
March 16, 2026
Yardeni Turns Skeptical of Trusted Contrarian Stocks Buy Signal"We're talking about the fog of war," which is not something that U.S. policymakers "can respond to and turn around," he said.
March 16, 2026
Morgan Stanley, Goldman Upbeat on Stocks Despite Iran WarStrategist Mike Wilson's year-end target for the S&P 500 is 7,800, implying upside of about 18% from Friday's close.
March 13, 2026
5 New Investor Fear FindingsOne sign of stressful times is a Northwestern Mutual survey report section on "financial nihilism."
March 13, 2026
Mamdani Wants New York's Estate Tax Threshold Cut 90% to $750,000The New York City mayor also wants to raise the state's top estate tax rate from 16% to 50%.