Economy & Markets
The important economic and stock market news that advisors need to know.
What's a Pro Sports Coach to Do in a Pandemic? Talk to an Advisor, of Course
By Jeff BermanHarman Wealth Management's managing director told ThinkAdvisor about working with MLB and NFL coaches — and another client whose needs went beyond financial planning.
August 17, 2020
Postal Service Crisis Could Lead to Next Stimulus Bill: Valliere"Several Democrats said this weekend that postal funding could be wrapped into a bigger package," Valliere said.
August 17, 2020
VanEck Model Portfolios Join Envestnet Platform: Portfolio ProductsAlso, Schwab reorganizes a high-yield municipal fund.
August 14, 2020
Mortgage Refinancing Rates Heading HigherThey will soon reflect an additional 0.50% fee that Fannie Mae and Freddie Mac are imposing on refis.
August 14, 2020
Low Rates Aren't Going Anywhere. Here's What That Means for Retirement Planning.I've got some bad news for you about the historical trend — and some advice on what you can do about it.
August 13, 2020
Rethink the '40' in 60/40 PortfoliosWith interest rates close to 0% for the foreseeable future, advisors need to reexamine client portfolios to boost fixed income returns.
August 13, 2020
How Cetera Is Helping Its Advisors Navigate the PandemicCEO Adam Antoniades highlighted three ways the firm helped advisors overcome economic and other challenges.
August 13, 2020
DOL Scrutinizing RIAs' Use of ESG Investments in Retirement PlansObservers are puzzled by the timing of the move.