Economy & Markets
The important economic and stock market news that advisors need to know.
SEC's Peirce Pushes for More Accredited Investor Rule Changes
By Melanie Waddell"We need to open additional doors to accredited investor status, such as educational credentials," Peirce said.
May 25, 2021
What 'Wealth' Really Means to 4 Different GenerationsBoston Private examines how the definition changes throughout life and how the pandemic has shifted perceptions.
May 25, 2021
Advisors Preferred Munis and High Yield in Q1: PGIM SurveyIn contrast, advisors were avoiding U.S. Treasurys, the firm reports.
May 24, 2021
Ray Dalio: Bitcoin's 'Biggest Risk Is Its Success'The billionaire investor says he prefers Bitcoin to U.S. government bonds.
May 24, 2021
Fed to Research Central Bank Digital CurrencyFederal Reserve Governor Lael Brainard says a CBDC "should complement and not replace currency and bank accounts."
May 21, 2021
BNY Mellon U.S. Master Trust Universe Posts 2.5% Q1 ReturnEndowments continue to outperform other types of plans, BNY Mellon reported.
May 21, 2021
Why Delayed Social Security Claiming Is More Valuable Than EverAs your high-earning clients continue to live longer and longer, the benefits of delaying their claim increase.
May 20, 2021
Relocating Homebuyers Choose Low-Tax States: RedfinFour people moved into low-tax states for every person who moved out, the real estate site found.