Economy & Markets
The important economic and stock market news that advisors need to know.
11 Colleges That Mint Future Billionaires: Forbes
By Michael S. FischerOne-quarter of this year's Forbes 400 richest Americans attended one of these institutions.
October 13, 2022
A Way to Reduce Tax Bills in Down MarketsTax-loss harvesting can help make this year's market performance a little more bearable for your clients.
October 13, 2022
How Retirees Can Withstand a Tough Market Winter as Inflation Stays HighRough economic times appear to be ahead, but there are opportunities to be found, analysts say.
October 13, 2022
Biggest Social Security COLA in Decades Could Push Retirees Over a Tax CliffClients may want to adjust their withdrawal strategy to minimize taxes, Edelman Financial Engines exec Christopher Jones tells ThinkAdvisor.
October 13, 2022
Uptick in Product Surrenders Has Treasury Team on AlertA new report from the Federal Insurance Office looks at the causes of the money leak.
October 13, 2022
Enjoy the Social Security Bump Now. You'll Pay Later.In 2035, taxes taken in will cover only about 80% of the benefits paid out each month.
October 13, 2022
16 Richest Women in the U.S.: Forbes, 2022We combed through the latest Forbes 400 to identify the wealthiest women.
October 13, 2022
Social Security COLA for 2023 Set at 8.7%The Social Security benefit increase for 2023 will be the biggest since 1981.