Economy & Markets
The important economic and stock market news that advisors need to know.
What's Next for Build Back Better, Form CRS and the New Fiduciary Rule?
By Melanie WaddellGreg Valliere, Ron Rhoades and Fred Reish weigh in on what lies ahead for new laws and rules coming out of Washington in 2022.
December 23, 2021
Super-Luxury Home Sales Surge Across U.S., Rising 35% in 2021For all the talk about the rich leaving high-tax states, New York still topped the list for the number of sales over $50 million, with 13; Florida had 11.
December 23, 2021
25 Best Stocks of 2021: MorningstarEnergy, tech and consumer cyclical stocks make up more than half of the top-performing stocks in Morningstar's coverage list this year.
December 23, 2021
Kotlikoff: Conventional Investment Advice Is 'Bait and Switch'The economist says selling products while giving advice is a huge conflict; he also views the Fed's concerns about inflation as "cheap talk."
December 22, 2021
What Bond Strategists Recommend Now: 2022 OutlookThe bond market next year will turn largely on COVID, the Fed and the fate of Biden's economic plan.
December 22, 2021
5 Big Shifts That Will Reshape Wealth Planning in 2022 and Beyond: Northern TrustThe pandemic's impact will be felt long after it's declared over. Here's what advisors can expect.
December 21, 2021
In Volatile 2021, Most Investors Satisfied With Investment Decisions: StudyA third of survey respondents resolved to consult an advisor in 2022.
December 21, 2021
Into the Unknown: Rethinking Return Assumptions for Financial PlansNeither historical long-term average returns nor the shorter-term assumptions of asset managers are ideal guides for today's investors.