Economy & Markets
The important economic and stock market news that advisors need to know.
ING Trusts: The Hot Trend in HNW Estate Planning
By Robert Bloink | William H. ByrnesING trusts can generate significant savings both in income taxes and in overall transfer taxes.
February 13, 2019
Expect a 'Decaffeinated' Economy, but No Recession This Year: JPMorgan's KellyJ.P. Morgan Asset Management strategist David Kelly expects a first-quarter slowdown due in part to the government shutdown.
February 13, 2019
Imagine Canada Becoming a Tax Haven for AmericansA major U.S. tax hike on the wealthy could tempt high earners to look north.
February 13, 2019
How ESG Rankings Can Help Advisors Reduce Investment RisksA potentially important benefit, considering expectations for muted returns in portfolios for this year.
February 12, 2019
Fund Managers Remain Bearish Despite Rally: MerrillCash allocations hit their highest overweight since the financial crisis.
February 12, 2019
Paul Tudor Jones: Can an ETF Save Capitalism?The billionaire trader started Just Capital to move companies beyond short-term profits, he says at Inside ETFs event.
February 12, 2019
3 Cases for Annuities in a Turbulent MarketA key question to ask clients: Does it make sense to take some of the gains achieved over the past decade off the table?
February 12, 2019
IRS Enters Tax Season 'Inundated,' Says Taxpayer AdvocateThe IRS was already struggling with a heavy workload and aging technology. Then the shutdown hit.