Economy & Markets
The important economic and stock market news that advisors need to know.
Goldman, JPMorgan Strategists Say Equities Can Weather Bond Rout
By Nikos Chrysoloras and Allegra CatelliA growing number of money managers are betting equity indexes have already largely priced in bearish bond moves.
March 28, 2022
Top 10 ETF Trends of 2022400 fund managers, institutional investors and advisors share their current concerns, including ETF performance and fees.
March 25, 2022
Bernie Sanders Floats 95% Corporate Tax Targeting JPMorgan, ChevronThe higher tax rate would target corporate earnings that are above pre-pandemic levels.
March 25, 2022
Morgan Stanley Assumes 155,000 Q1 U.S. COVID-19 Deaths in Earnings ForecastThat would be up from 129,000 in the fourth quarter of 2021.
March 25, 2022
Peter Mallouk: High Inflation 'Favors Wealthy,' 'Is Very Bad for America'The Creative Planning CEO also explains how advisors can help retired clients making less than $300,000 a year today.
March 25, 2022
12 States Where Clients Are Most at Risk of Identity TheftTax-related identity theft reports have soared 45% since before the pandemic, according to a financial services provider and FTC data.
March 25, 2022
Alicia Munnell: Changing Social Security COLA Index 'Not Worth the Effort'"We have bigger fish to fry," like the depletion of the Social Security Trust Fund reserves, the retirement expert says.
March 25, 2022
What to Do About the 'Emotional' Side of Social Security Claiming: Ken Van LeeuwenThe advisor highlights ways to assist retiree and pre-retiree clients given current issues like high inflation and other concerns.