Economy & Markets
The important economic and stock market news that advisors need to know.
10 Top-Performing Robo-Advisors: Q3 2025
By Michael S. FischerThe Robo Ranking tracks performance of 34 real portfolios on 24 advice platforms.
November 19, 2025
A Simple Way to Remind Clients That Markets Are CyclicalWhen clients act like current market conditions will last forever, use this common-sense analogy.
November 19, 2025
12 States Where the 1% Have the Highest Effective Tax RateNationally, this group paid 37% of federal income taxes, according to SmartAsset.
November 18, 2025
12 States Where College Education Costs the LeastAttending a school with in-state tuition in these locations can greatly defray the expense, WalletHub finds.
November 18, 2025
5 Insights From 2026 Medicare Plan Market InsidersSo far, the annual enrollment period seems to be about as rocky as they had expected.
November 18, 2025
Advisors Offer Lots of Services, but Clients Focus on a Few: CerulliThe typical retail investor uses less then half the offerings the average financial professional provides, research finds.
November 18, 2025
Siegel: Here's What Could Cause a 10% Market CorrectionThe economist says he would buy a dip of that magnitude.
November 18, 2025
10 U.S. Life and Annuity Issuers With the Most Assets: 2025Each company on this list has at least $300 billion in assets, and the average growth rate has been 5.5%.