Economy & Markets
The important economic and stock market news that advisors need to know.
Biden Aims to End 'Step Up in Basis' Benefit for Estates
By Laura DavisonTax package will end an inheritor-friendly policy, bump up the top income tax rate and fund more IRS audits.
April 23, 2021
More Business Owners Plan to Retire Early: SurveyA Wilmington Trust survey found that the share of business owners planning early retirement nearly doubled from a year ago.
April 22, 2021
International Small Cap Managers Need to Go Extra Mile for ESGThis category of managers need to overcome several challenges to ensure the companies in their portfolios meet ESG criteria.
April 20, 2021
Get Ready for Higher Student Loan Interest RatesHigher interest rates aren't the only change to expect ahead of the upcoming school year.
April 19, 2021
How Interest Rates Affect Growth vs. Value StocksRates have risen on increased inflation expectations amid a reopening economy and crazy amounts of stimulus.
April 19, 2021
Should Repayment of ACA Tax Credits Be Suspended?Two professors debate the suspension of repayment obligations for excess health insurance premium tax credits for 2020.
April 19, 2021
12 Best Big Cities for Families to Build WealthWhen it comes to income vs. expenses, some big cities — even expensive ones — are friendlier than others.
April 14, 2021
How Financial Advisors Are Protecting Retirees From InflationMorningstar's Christine Benz outlines three ways to protect against inflation. We asked advisors for their ideas.