Economy & Markets
The important economic and stock market news that advisors need to know.
Advising Clients on Social Security: Talking Points, Part 3
By Marc KinerThis installment introduces more advanced Social Security topics like Restricted Application, and coordinating spousal benefits and the Three-Legged Stool.
March 21, 2017
Putnam Boosts Its Small-Cap Equity TeamThe small-cap market, being relatively inefficient, is an area where "you can really deliver" with the right investment, CIO Aaron Cooper says.
March 21, 2017
Fed's Dudley Says Wells Fargo Shows Bank Culture Needs ImprovingComparing the recent scandal to the mortgage crisis, "There was a serious mismatch" between values and incentives, he explains.
March 20, 2017
A six-figure income may not shield consumers from a shockA think tank measures household protection gaps that insurance products could fill.
March 20, 2017
How Trump Presidency Is Boosting Demand for Impact Investing, ESG FundsTrump's executive orders and proposed budget cuts affecting environmental and social programs are increasing demand for impact and ESG investments.
March 17, 2017
Top 10 Cities for Millennial HomebuyersBuyers 35 and younger are more active this spring than in recent years, LendingTree reports.
March 17, 2017
Advising Clients on Social Security: Talking Points, Part 2This installment will discuss more advanced topics, like explaining Social Security retirement income eligibility, and COLAs.
March 16, 2017
Advising Clients on Social Security: Talking Points, Part 1This five-part series will explain the talking points that advisors need to share when meeting with clients to discuss Social Security benefits and provide assistance.