Economy & Markets
The important economic and stock market news that advisors need to know.
10 Merriest Retirement Facts: 2021
By Ginger SzalaWe asked Michael Finke, Marcia Mantell and Mary Johnson their thoughts on this year's good news for retirees.
December 15, 2021
20 Richest Women in the U.S.: ForbesMeet the wealthiest women in the United States, who collectively are worth close to $400 billion.
December 15, 2021
What to Do When Your Married Clients Can't Agree on Retirement PlanningHere's how to advise couples who don't agree about money matters like retirement timing, Social Security claiming and risk tolerance.
December 15, 2021
5 Reasons to Consider Series I Savings Bonds Now: Jeff LevineHigher inflation has made the "rarely used" Federal Series I Savings Bond much more appealing to investors, the tax expert says.
December 14, 2021
Ed Yardeni: Why 70-Plus 'Panic Attacks' Haven't Killed the Bull MarketThe popular economist explains why he's bullish on both the economy and stock market, and why he sees no recession ahead.
December 14, 2021
What Are Investors' Biggest Worries Today?Bank of America research breaks down their main concerns and how these fears are impacting asset allocation in late 2021.
December 13, 2021
What Retirement Savers Worry About MostAn Allianz Life survey finds that, while there's still plenty to worry about, fewer respondents say they'd seek financial advice.
December 13, 2021
Foundation for Financial Planning Sets $5M Fundraising Goal for Pro Bono ProgramsFFP develops and funds programs that connect certified financial planners to those who need help.