Economy & Markets
The important economic and stock market news that advisors need to know.
How to Make Cash-Heavy Clients’ Portfolios Work Harder
By Danielle AndrusAfter managing multiple savings accounts at various banks, Gary Zimmerman realized there was an easier way to strategically invest his cash by utilizing technology.
July 31, 2017
Top 10 Real Estate ETFs and Mutual FundsThe top 5 real estate ETFs have outperformed the top 5 real estate mutual funds and the S&P 500 year-to-date.
July 31, 2017
Americans’ Personal Financial Satisfaction Hits 10-Year High: AICPAAmericans are experiencing their highest levels of personal financial satisfaction in more than 10 years, according to the American Institute of CPAs.
July 31, 2017
ProShares Adds Equity ETF Designed for Rising Rates: Portfolio ProductsIn other product news, Aria RetireOne announced it will start providing a fee-based variable annuity.
July 28, 2017
2 Very Different Approaches to Sustainable InvestingOne excludes ESG ratings; the other creates its own ratings using artificial intelligence and big data.
July 28, 2017
Trump Replaces Priebus as Chief of Staff With DHS Chief KellyPriebus ouster follows clash with new top aide Scaramucci; news shared by the president on Twitter.
July 28, 2017
Retail Investors Were Raring to Go in First Half: SchwabThe U.S. stock market outlook is much more bullish than a year ago, according to a Schwab survey of retail clients.
July 28, 2017
Bond Hunger Seen as ‘Insatiable’ in US, Sustaining RallyA MassMutual executive says this is still an issuers market.