Economy & Markets
The important economic and stock market news that advisors need to know.
When Markets Don't Behave as Expected
By Bernice NapachWhy bond yields are falling after the Fed raised rates and health care stocks have been among the best performers so far this year.
March 23, 2017
Advising Clients on Social Security: Talking Points, Part 4In this installment, we are going to discuss a few lighter topics: Do Over, Voluntary Suspension, Family Maximum and Filing for Benefits.
March 23, 2017
Investor Optimism Climbs to 16-Year High: Wells Fargo/GallupThe last time investors were so optimistic in this survey was November 2000, when the tech boom was ending.
March 23, 2017
Investors in 'Bullish Holding Pattern': MerrillUpcoming European elections are seen as the chief tail risk, according to Merrill's March fund manager survey.
March 22, 2017
Advising Clients on Social Security: Talking Points, Part 3This installment introduces more advanced Social Security topics like Restricted Application, and coordinating spousal benefits and the Three-Legged Stool.
March 21, 2017
March Madness: LPL's 'Sweet 16' Bracket for the MarketAs the basketball bracket comes into focus, so should multiple factors influencing equities, says CIO Burt White.
March 21, 2017
Vanguard Adds New Active Manager to Explorer FundClearBridge Investments comes on board as Granahan Investment Management and Kalmar Investment Advisers depart.
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.