Economy & Markets
The important economic and stock market news that advisors need to know.
The Truth About Income Riders
By Rich LaneYour clients may think of adding an income rider to an annuity as the best of both worlds, but this strategy has a downside.
July 03, 2017
T. Rowe Price Launches Retirement Income 2020 Fund: Portfolio ProductsAlso, AssetMark adds a free tool for advisors to assess the value of their businesses, plus new ETFs from Goldman Sachs and U.S. Global.
July 03, 2017
SMA Manager of the Year Jon Christensen on Valuation and Business AnalysisWe want to find businesses that have some sort of sustainable advantage, companies that can grow, protect and sustain over long-term economic cycles, Kayne's Christensen says.
July 03, 2017
SMA Manager of the Year Todd Solomon on Beating Passive InvestorsCongress Asset Management uses a strategy best described as steady as she goes.
July 02, 2017
China's Bonds Are Ready to Join the World StagePortfolio managers will have a new place to look for yield.
June 30, 2017
4 Trends to Keep an Eye on in the Muni MarketRobert Wimmel, head of municipal fixed income at BMO, says to ignore the daily noise.
June 30, 2017
Goldman Commodity Analysts: How Did We Get It So Wrong?Bank remains bullish commodities, cuts oil forecast by $7.50; brent, WTI crude prices slipped into bear markets last week.
June 30, 2017
GMO’s Grantham: Higher Stock Prices Aren’t PermanentThe onetime "perma-bear" expects 2.7% real returns for the S&P 500 over the next 20 years.