Economy & Markets
The important economic and stock market news that advisors need to know.
This Worrying Trend in Philanthropy Could Hurt Advisors, Too
By John ManganaroIncreasing concentration of wealth poses a risk for charities and advisors alike, Laura McDonald warns.
August 21, 2023
Schwab's Sonders Answers 7 Market Questions for InvestorsIt's impossible to take uncertainty out of investing, but the right questions can help cut through the noise.
August 18, 2023
10 Impressive Stats About 401(k), IRA GrowthThe number of "retirement millionaires" has jumped, according to new Fidelity data.
August 18, 2023
GMO's Grantham Says Rising Rates Will Crush EconomyThe Fed is kidding itself on avoiding a recession, Grantham says.
August 18, 2023
15 Fastest-Growing Financial Services Firms in the U.S.: Inc. 5000The top financial services company on this year's Inc. 5000 list experienced three-year growth above 10,000%.
August 17, 2023
NAIC: Private Equity-Owned Life Insurers Have More Structured SecuritiesThe insurers' structured securities portfolios grew 13.5% between 2021 and 2022.
August 16, 2023
10-Year Yields to Average 4.75% in Coming Decade: SummersThis week, 10-year U.S. Treasury yields approached levels reached in October, when they hit the highest figure since 2007.
August 16, 2023
Get Ready for a Fall Market Pullback, Baird Strategist Warns AdvisorsRoss Mayfield tells ThinkAdvisor what advisors should (not) do and how he's answering clients' biggest questions right now.