Economy & Markets
The important economic and stock market news that advisors need to know.
17 Worst States for Retirement: 2022
By Michael S. FischerThese states scored lowest on measurements of quality of life, affordability and health care, according to WalletHub.
January 29, 2022
How a 401(k) 'Bridge' Lets Annuity Haters Delay Social Security ClaimingResearchers looked at a way for 401(k) participants, hesitant to annuitize, to "buy a higher Social Security benefit."
January 28, 2022
10 Things That Scare Your Annuity Prospects NowInsurers, distributors and other organizations have looked in consumers' heads and found what worries them.
January 28, 2022
Low Rates Still Pushing Annuity Buyers Toward Variable ProductsThe Fed might be ready to raise interest rates, but annuity issuers aren't feeling it.
January 28, 2022
Beware of VIX ETFs and ETNsThe volatility focused products have "effectively destroyed $12.4 billion in capital" in the last 12 years, Morningstar's Ben Johnson says.
January 28, 2022
Wall Street Briefed by Biden Team on Possible Russia SanctionsLeaders of Citi, BofA, JPMorgan, Goldman and other banks were informed about moves to target Moscow's ability to convert currency.
January 28, 2022
A Financial Planning Checklist for Newly Single Clients Over 50After a divorce or the death of a spouse, here are some important topics to discuss with your client.
January 27, 2022
How 10 Advisors Are Handling Market Volatility Now: Advisors' AdviceHere's what advisors are saying and doing to calm clients' fears and keep their portfolios on track.