Economy & Markets
The important economic and stock market news that advisors need to know.
An Obscure Social Security Claiming Strategy? Not So Fast.
By Rob BurgessA planner thought he might have stumbled upon a loophole in program regulations. The reality is more complicated.
May 22, 2026
Trump Tells Warsh at Swearing-In to Do 'Own Thing' as Fed ChairWarsh takes over at a tense moment for the economy and the central bank due to reaccelerating price pressures.
May 21, 2026
How Guaranteed Income Streams Can Help Retirees Preserve AssetsAccess to such options as defined benefit pension income may mitigate future financial shocks, research finds.
May 20, 2026
How to Avoid Beneficiary Designation Horror StoriesAdvisors who fail to regularly review these documents with clients may regret it in time.
May 19, 2026
Ed Yardeni: 5 Reasons This Bull Market Isn't Like the Dot-Com BubbleMost segments have delivered double-digit gains since 2022, the economist notes, so tech spikes are less frothy.
May 19, 2026
Best & Worst Broker-Dealers: Q1 Earnings, 2026The 11 broker-dealers had an average jump in profits of 60% in the period versus a year ago.
May 18, 2026
'Force Yourself to Take Some Profits,' Schwab's Sonders SuggestsThe strategist noted "a lot of really rapid-fire rotations and churn under the surface" of the stock market.
May 18, 2026
Trump to Swear In Warsh as Fed Chair on Friday, White House SaysTrump has said he expects Warsh, who will become the central bank's 17th leader, to deliver near-term rate cuts.