Economy & Markets
The important economic and stock market news that advisors need to know.
Cybersecurity a Bore? Not When You Get Hacked
By Dan SkilesFraudsters now use "social engineering" to tailor attacks. Make sure you and your clients are educated on what to look for.
November 21, 2019
12 Companies That Paid the Lowest Tax Rates in 2018The average tax rate for the S&P 100 was some 15 percentage points lower than in 2017, largely due to the tax overhaul.
November 21, 2019
U.S. Investors Overwhelmingly Favor Bond Funds Over Stock Funds"Demand for U.S. equity vehicles simply isn't there," Morningstar says.
November 19, 2019
2020 Medicare Changes Highlight Valuable Income-Minimization StrategiesBecoming subject to Medicare's income-based surcharges can increase Medicare premium costs substantially.
November 19, 2019
'Big Short' Investor Says a 2008 Redux Is UnlikelyHe predicts the presidential election will pit Trump against Warren, whom he calls the smartest politician he's met.
November 18, 2019
Millennials Understand Fixed Income Better Than Do Older Investors: SurveyNearly 70% of boomers have no fixed income allocation, according to a BNY Mellon Survey.
November 18, 2019
Putnam Launches 7 SMAs: Portfolio ProductsAlso, Frost Investment Advisors added a Global Bond Fund.
November 15, 2019
Ritholtz: 5 Reasons Investors Are Chasing RiskInvestors occasionally forget that risk is risky.