Economy & Markets
The important economic and stock market news that advisors need to know.
Self-Directed 401(k) Balances Dipped in Q3: Schwab
By Michael S. FischerAccount balances for self-directed brokerage accounts in Q3 were down nearly 20% from a year ago.
November 30, 2022
The 10 Best Bars in the World: 2022You never know who you might meet over a cocktail, especially at these top-ranked establishments.
November 29, 2022
El-Erian: 'Short and Shallow' Recession View Could Be a TrapThe economist doesn't consider recession inevitable but reminds investors that a range of economic outcomes are possible.
November 29, 2022
10 States Where Home Values Have Increased Most Since 2021Homeowners in these states saw an average increase in value of 24% from a year ago.
November 29, 2022
Social Security Claiming Baffles Even Sophisticated Clients. Here's What Advisors Can Do.The near-record COLA is sparking discussion among advisors and clients, says Mike Lynch of Hartford Funds.
November 28, 2022
10 Billionaires Who Have Lost Big in 2022With slumping markets and a few spectacular meltdowns, it's been a volatile year for some of the world's richest.
November 28, 2022
10 Popular Vacation Spots for 2023From Oceania to Europe, these destinations will satisfy your clients' wanderlust.
November 28, 2022
9 Steps to Prepare Your Clients for Possible Job LossAs layoffs make headlines, act now to ensure that your clients are financially secure if they become unemployed.