Economy & Markets
The important economic and stock market news that advisors need to know.
LPL Launches Direct Indexing in Model Wealth Portfolios
By Dinah Wisenberg BrinThe strategy is available through new custom indexed separately managed accounts.
August 04, 2023
Private Market Investing Requires an Active ApproachThe importance of picking the right managers who can spot and nurture private companies cannot be overstated.
August 04, 2023
12 States Where It Takes the Most Money to Be Happy: SurveyMoney might not buy happiness, but Americans say, on average, that 50% more would help.
August 03, 2023
Big Portfolio Trends Retirement Investors Can't IgnoreWealth Enhancement Group's Ayako Yoshioka describes how investors should be looking at their retirement portfolios now.
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.