Economy & Markets
The important economic and stock market news that advisors need to know.
Private Market Investing Requires an Active Approach
By Christian SalomoneThe importance of picking the right managers who can spot and nurture private companies cannot be overstated.
August 03, 2023
The Mysterious Retirement Weakness of Late BoomersTwo factors help explain why younger boomers have significantly fewer 401(k) and IRA assets than older boomers.
August 03, 2023
Buffett Buys $10M of U.S. Treasurys, Shrugs Off DowngradeThe Berkshire Hathaway leader says the credit rating move by Fitch won't alter his investing strategy.
August 02, 2023
Why 'Buy and Hold' Works Better for Investors: MorningstarInvestors' results typically lag funds' total returns, but clients can take steps to improve their odds, Morningstar says.
August 01, 2023
U.S. Credit Rating Downgraded From AAA by FitchThe ratings group had warned that it might trim the nation's credit grade in May, when lawmakers fought over raising the nation's borrowing limit.
August 01, 2023
Record S&P 500 'Feels Inevitable': JPMorganThe index ended July at about 200 points below its record of 4,796.56 reached in January 2022.
August 01, 2023
12 Worst States for Retirement: 2023Warm weather may be a draw, but affordability should be the biggest factor in a retiree's decision to relocate.
July 31, 2023
Schwab Launches 3 Bond Ladder StrategiesThe bond ladders include six-month, 12-month and 24-month investments that can be held in SMAs.