Economy & Markets
The important economic and stock market news that advisors need to know.
Is 'Unretirement' the Answer to the Labor Shortage?
By Ginger SzalaSome research shows that year-over-year return rates of retirees going back to work is under 5% of those over age 62.
March 22, 2022
11 'Downright Ugly' Retirement Statistics: FidelityMany Americans are worried about the financial ground they've lost on retirement planning during the pandemic.
March 22, 2022
How to Safely Cash In on Your Home Equity WindfallIs it safe to use your home as an ATM, especially as fears of a recession loom? And, if so, what steps should you take?
March 22, 2022
12 States With the Lowest Taxes in AmericaWalletHub looked at four types of taxation: real estate taxes, vehicle property taxes, income taxs, and sales and excise taxes.
March 21, 2022
Don't 'Torpedo' Medicare, Social Security in Retirement Plans: William MeyerRetiree Inc.'s CEO says good intentions can go wrong, such as when a Roth conversion raised a client's Medicare premium, an outcome that "will likely" get the advisor "fire[d]."
March 21, 2022
12 States With the Highest Taxes in America: 2022Taxpayers in the most tax-expensive states pay three times more than those in the cheapest states, according to WalletHub.
March 21, 2022
Schwab Launches Thematic Stock ListsThis new resource provides retail clients with access to dozens of investing themes, it says.
March 21, 2022
15 Most Overpaid CEOs of Public Companies: 2022Shareholder advocates look at what CEO pay would be if it were tied to cumulative total shareholder returns and other factors.