Economy & Markets
The important economic and stock market news that advisors need to know.
This Retirement Risk Could Eat the Great Wealth Transfer
By Michael S. FischerLimiting investment risk in early retirement can backfire over a 40-year time horizon, a new paper warns.
September 29, 2026
Carson Lands Women-Led Team From CommonwealthNikki Lude and Ciara Stewart join the wealth management RIA's independent advisor channel.
September 29, 2026
Northwestern Mutual Rolls Out Family Office Services for Ultra-Rich ClientsThe integrated offering is designed to serve select investors with more coordinated, multi-generational financial planning.
September 29, 2026
15 Best Value Public Universities: 2027The Princeton Review's study focused on academic rigor, affordability and career outcomes for graduates, among other criteria.
September 28, 2026
Helping Young Clients Coast to Retirement Starts With the Right NumberThe Coast FI strategy appeals to clients seeking a less extreme alternative to FIRE, but there are mistakes to avoid.
September 28, 2026
Bob Doll Urges Caution on StocksBonds are much more interesting than they were six months ago, Crossmark Global Investments' CEO says.
September 28, 2026
12 Best Blue-Chip Stocks to Buy Now: MorningstarThe companies have market caps in excess of $100 billion, analysts note, and their stocks are undervalued.
September 28, 2026
In This Market, 'Do Less' Has Its Limits: Christine BenzMorningstar's personal finance director prefers a hands-off investing approach but says some adjustments may be warranted now.