Economy & Markets
The important economic and stock market news that advisors need to know.
Quick Facts: 9 ACA Employer Mandate FAQs
By Michael D. Thomas, J.D.; Chris Nicholls; C.J. MarwitzHow to count employees, 2 ways wellness programs are treated, 2 employer penalties & more.
March 06, 2019
How Lessons From the Financial Crisis Can Help Navigate Markets TodayA review of Ariel Investments' experience then and now.
March 06, 2019
BlackRock Makes a Case for TIPSA slowing but growing economy, along with a Fed on hold, should boost the appeal of inflation-linked U.S. bonds.
March 06, 2019
An Opportunity Zone Fund Checklist for AdvisorsHow to assess these funds while IRS regulations still need to be finalized.
March 05, 2019
Democrats Introduce Bill to Tax Stocks, Bonds, DerivativesLawmakers argue the bill would generate billions in revenue while reducing inequality and market volatility.
March 05, 2019
Life Insurers Play Vital Investing Role in US Economy: ChamberThe business group points out that life insurers do helpful little things. Like stabilzing markets...
March 04, 2019
The 15 Most Overpaid CEOs of Public CompaniesThe most overpaid execs on this list underperformed the S&P 500 over the last four years.
March 04, 2019
A London Fund Manager Explains the Realities of BrexitJ O Hambro's Clive Beagles discussed how the uncertainty surrounding the U.K.'s exit from the EU is affecting markets.