Economy & Markets
The important economic and stock market news that advisors need to know.
What LPL's Strategists Got Right, Wrong in 2019
By Jeff BermanThe firm's expectation that large-caps would outperform small-caps proved correct.
December 31, 2019
Behind the Bond Boom No One Saw ComingIn 2019, every key U.S. bond market posted positive returns, according to Bloomberg Barclays index data.
December 31, 2019
Here's What $10K in These Assets Would Have Returned in 2019Though U.S. stocks and global equity benchmarks attracted much attention, there were other notable moves worldwide.
December 31, 2019
What Advisors Expect From Markets, Clients in 2020 and BeyondAn SEI survey finds that few prioritize improving the investor experience as a top goal for the year ahead.
December 31, 2019
Why the Stocks of Indexers Topped the Index in 2019Stocks of S&P Global and MSCI, which create financial indexes, soared in the past 12 months.
December 30, 2019
The Muni Bond Market's Biggest Credit Risk: Climate ChangeThe risk isn't priced into bonds yet, but 2020 could change that.
December 30, 2019
How a TAMP Can Help Advisors in Times of Market TurmoilThose who don't use one may be forced to choose between focusing on reallocating portfolios or trying to reassure clients.
December 30, 2019
Vanguard Lowers Expense Ratios on 9 ETFs: Portfolio ProductsAlso, LifeYield announced a new integration with Orion Advisor Tech, a division of Orion Advisor Solutions.