Economy & Markets
The important economic and stock market news that advisors need to know.
Gary Shilling: 4 Shocks That Could Upend the Market Expansion
By Bernice NapachShilling is is no longer saying the U.S. economy is in a recession, but he still has concerns.
December 27, 2019
How the Fed's Policy Committee Will Change in 2020The four new members of the FOMC include two who were skeptical of recent rate cuts and one who preferred larger cuts.
December 27, 2019
'Choppy Year' Expected for Wirehouses, Other BDs in 2020Industry analysts share their (cautious) expectations for earnings, revenue growth and stock performance.
December 27, 2019
Crucial Tax Deadline Looms for Opportunity Zone Fund InvestorsIn addition, the IRS has just finalized more flexible opportunity zone regulations.
December 27, 2019
Banks Set for Biggest Job Cuts Since '15 as Morgan Stanley Drops AxeMore than 50 lenders have announced plans to trim some 77,780 jobs, the most since 91,448 four years ago.
December 26, 2019
DFA Cuts Management Fees on 77 FundsThe cuts, ranging from 1 to 8 basis points, take effect Feb. 28.
December 26, 2019
How Advisors Could Save Their Clients Thousands on a Home LoanConsultant James Deitch tells ThinkAdvisor how, thanks to automation, advisors can cut loan officers out of the picture.
December 23, 2019
10 Charitable Giving FAQs You Should KnowAs 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.