Economy & Markets
The important economic and stock market news that advisors need to know.
Bob Doll Grades His 10 Predictions for 2023
By Dinah Wisenberg BrinThe veteran prognosticator called 2023 "one of our worst years" in terms of correct predictions.
December 15, 2023
8 Tax-Loss Harvesting Tips for 2024Loss harvesting benefits from an always-on mentality, so be ready to take potential action early next year.
December 15, 2023
Advisors See Benefits From High Interest Rates, Expect Yield Curve to Flip Soon: SurveyWith a higher rate environment, bonds are once again prominent in the asset allocation discussion.
December 15, 2023
8 Ivy League Colleges' Endowment Returns, Ranked: 2023Sluggish returns reflect high interest rates, volatility in public equities and a valuation correction in private markets.
December 14, 2023
10 Value Stocks for Long-Term Investors: MorningstarThese are well-managed companies with predictable cash flows, according to analysts.
December 14, 2023
Top 15 U.S. Cities Where Boomers Are MovingUsing Census data, SmartAsset identified places attracting 55- to 74-year-olds. Yes, Florida is represented.
December 13, 2023
Gen Xers Fret About Retirement Savings GapWith limited time to catch up, worry surrounds leaving the workforce, a Schroders survey finds.
December 13, 2023
S&P 500 Extends Gain After Powell's RemarksFed officials expect to lower rates by 75 basis points next year, a sharper pace of cuts than indicated in September.