Economy & Markets
The important economic and stock market news that advisors need to know.
Social Security COLA for 2026 Set at 2.8%
By John ManganaroOn average, Social Security retirement benefits will increase by about $56 per month starting in January.
October 22, 2025
Carson's Detrick: Bull Market Could Run Years LongerThe market strategist said he was confident of a "good-sized" rally in the fourth quarter.
October 22, 2025
16 Ways to Balance an S&P 500-Heavy Portfolio: Advisors' AdviceTen stocks in the index comprise 40% of its market cap. What's an advisor to do?
October 21, 2025
Are Your Clients 'Soft Switching' to a New Investment Account?Investment, banking and credit card customers are quietly moving their primary accounts to other institutions, J.D. Power finds.
October 21, 2025
Stay in Stocks, Jeremy Siegel SaysThe economist expects the bull market to endure, with investors shifting assets.
October 21, 2025
Millionaire Tax That Inspired Mamdani Fuels $5.7B Haul in MassachusettsThe levy has infuriated business leaders who complain it makes the state less competitive and drives away the wealthy.
October 21, 2025
Vanguard Adds $1.4T S&P Funds to Investor Proxy ProgramInvestors in the Vanguard 500 Index Fund are set to be part of the firm’s Investor Choice program in 2026.
October 20, 2025
Mohamed El-Erian: AI Bubble Is RationalGold could hit $5,000 this year, the Wharton School economist also predicted.