Economy & Markets
The important economic and stock market news that advisors need to know.
Bill on PPP Loan Forgiveness Calculators Introduced in House
By Jeff BermanThe legislation calls for creation of a simple online calculator to help small-business owners fill out complex loan forgiveness forms.
June 29, 2020
Charley Ellis: Economy Will Recover in a 'Very Powerful Way'"Boring" index funds make the best investments, especially now, the bestselling author tells ThinkAdvisor, but there is one stock he's "very happy" with.
June 26, 2020
5 Ways Advisors Can Ease Clients' Tax Concerns NowWith the July 15 tax deadline looming, a TD Wealth senior trust advisor points to ways investors' tax burdens can be lightened.
June 26, 2020
Investor Optimism Plummets to 7-Year Low: Wells FargoIn a Wells Fargo Gallup poll, investors were split nearly evenly on whether they thought the worst was over in markets.
June 26, 2020
Military Families Far More Financially Confident With Advisors: SurveyA key to that confidence is those using advisors save a lot more, First Command reports.
June 25, 2020
CARES Act Expands NOL Carryback, Reversing 2017 Tax ChangesThe changes allow businesses to carry back losses for 2018, 2019 and 2020 for five years.
June 25, 2020
A Flight Attendant's Dilemma: Take a Pay Cut or Retire Early?Campbell Wealth Management's CEO tells ThinkAdvisor how his firm helped a client whose employer gave her a hard choice.
June 25, 2020
Asset Managers and Strategists of the Year 2020: Shining in Exceptional TimesWe spotlight Envestnet portfolio managers with strategies that produce consistently strong results.