Economy & Markets
The important economic and stock market news that advisors need to know.
Putnam Boosts Its Small-Cap Equity Team
By Danielle AndrusThe small-cap market, being relatively inefficient, is an area where "you can really deliver" with the right investment, CIO Aaron Cooper says.
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.
March 16, 2017
T. Rowe Price Launches Robo Platform With Only Actively Managed FundsT. Rowe Price ActivePlus Portfolios chooses the funds for investors and is available initially only for IRA accounts.
March 16, 2017
Trump Budget ‘Not a Budget,’ Think Tank SaysTrump's first "skinny" budget is even skinnier than many past presidents'.
March 16, 2017
Fed raises benchmark rate as inflation approaches 2% targetThe Federal Reserve raised its benchmark lending rate a quarter point Wednesday and continued to project two more increases this year.