Economy & Markets
The important economic and stock market news that advisors need to know.
$1.2M Needed to Retire Comfortably: Survey
By Michael S. FischerEight in 10 retirement plan participants expressed at least slight concern about running out of money, Schroders reports.
July 15, 2026
Morgan Stanley Hauled in Billions of Wealth Assets From IPOsOverall, the wirehouse's wealth management business had $148 billion of net new assets in the second quarter.
July 14, 2026
Jeremy Siegel: Why Stocks Keep Going Up"This may be one of the most unusual profit cycles investors have witnessed in decades," the WisdomTree economist writes.
July 14, 2026
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How to Track Life Insurers' 'Payment in Kind' ExposurePIK is no longer about farmers paying off loans with loads of carrots; it's a key health indicator for private credit portfolios.
July 14, 2026
12 Most Expensive Metro Areas to Raise a Child: 2026Families in some locations, SmartAsset finds, face more than twice the financial burden borne by those living elsewhere.
July 14, 2026
Social Security COLA Could Be 3.8% in 2027The cost-of-living adjustment for 2027 is still expected to be higher than this year's.
July 13, 2026
Swiss Re Sees U.S. Life Insurers Facing More Market StressThe companies have long-duration liabilities — except when they don't.
July 13, 2026
Poor Financial Habits Are a Relationship 'Dealbreaker,' Singles SayA Northwestern Mutual study also asked about the ideal annual income for a romantic partner.