Economy & Markets
The important economic and stock market news that advisors need to know.
10 Investment Income Tax Questions, Answered
By Robert Bloink and William H. ByrnesHow the tax affects retirement income, Roth IRA conversions, capital gains and more.
January 28, 2020
10 Hottest Neighborhoods for Homebuyers in 2020: RedfinWant to find potential clients? These areas are attracting attention as buyers are priced out of major cities.
January 28, 2020
Defining ESG Investing and Understanding Its UsesA panel of experts on the strategy explain some of the differences.
January 27, 2020
Why Vanguard's Chief Economist Is Long-Term BullishVanguard found a way to measure the pace of innovation, and the news is good, Joe Davis says.
January 27, 2020
Ric Edelman: Advisors Shouldn't Ignore Bitcoin, BlockchainHe suggests a 1%-2% Bitcoin investment if clients understand the technology and risks.
January 24, 2020
Wealth Management M&A on a Tear, and Mutual Funds Are Next: PwCTwenty percent of mutual fund managers may be gone in the next five years, according to the consultancy.
January 24, 2020
Are Your Portfolios Protected From Stock Volatility?As the probability of a market downturn rises, unhedged equity assumes more risk.
January 24, 2020
How Climate Change Will Alter the Muni MarketThis year could be the turning point for pricing in extreme weather events.