Economy & Markets
The important economic and stock market news that advisors need to know.
10 Charitable Giving FAQs You Should Know
By Stephan R. LeimbergAs the year winds down, make sure you (and your clients) know the difference between a charitable remainder annuity trust and a charitable gift annuity — among other concerns.
December 20, 2019
Rules for ETFs Will Change in 2020Regulatory changes, commission-free trading and ultra-low fees could make 2020 an interesting year for ETFs.
December 20, 2019
7 Economic Questions, Answered by BofA AnalystsThe analysts addressed several big questions about 2020, and many of their predictions are positive.
December 20, 2019
15 Funky, Expensive Gifts for the WealthyHere's a look at the unique and high-priced gift wonders (and their price tags) that we found on Ranker.
December 20, 2019
'Be Wary of Bond Ratings': NASAAAn advisory from the state regulators' group explains why bond ratings may still be inflated years after the financial crisis.
December 19, 2019
Robinhood Fined $1.25M by FINRA for Customer Order Routing MethodThis is the latest stumble for Robinhood, which started no-commission trading years before Schwab and others followed.
December 18, 2019
10 Jokes for the Office Holiday PartyGet your co-workers laughing and talking — even if it's about how corny your jokes are.
December 18, 2019
10 Annuity Tax Facts You Should KnowWhat's the tax treatment for an annuity with a long-term care rider? Find answer to this and other key tax questions.