Economy & Markets
The important economic and stock market news that advisors need to know.
3 Ways to Keep Retirement Plans on Track During the Pandemic
By Jeff BermanDon't be afraid to contact clients with good news and bad, Cathy Clauson of AssetMark tells ThinkAdvisor.
July 06, 2020
SBA Names Firms Getting $150,000 or More in PPP LoansSome 650,000 larger entities have taken about 75% of the loan money allocated through June 30.
July 06, 2020
Lazard Adds U.S. Sustainable Equity Portfolio: Portfolio ProductsAlso, Franklin Templeton model portfolios join the Envestnet platform.
July 02, 2020
JPMorgan's Kelly: Welcome to the 'Back Roads of the Economy'Recovery is starting quickly as states reopen, but the journey gets bumpier from here, Kelly and fellow strategist David Lebovitz warn.
July 02, 2020
DFA Joins ETF Party, but Is It Too Late?According to Morningstar, DFA's fund outflows over the past 12 months topped $19.5 billion on May 31.
July 02, 2020
There's Still a Gaping Hole in the EconomyAdd up the numbers from June's jobs report and they remain miles from the pre-pandemic normal.
July 02, 2020
Active Funds' Ability to Beat Passive in Downturns 'Is a Myth': Morningstar"People want to believe," says Ben Johnson, Morningstar's director of global ETF research.
July 02, 2020
How Optimistic Should We Be on U.S. Economy?Former Trump advisor Gary Cohn is cautiously optimistic. Private equity exec Glenn Hutchins, less so.