Economy & Markets
The important economic and stock market news that advisors need to know.
Now Is the Time for Charitable Lead Trusts
By Danielle AndrusFor clients with complex estate and transfer tax planning needs, now might be a good time to establish a charitable trust before rates rise.
September 23, 2015
An Angry Bill Gross Tells Fed, Central Banks to ‘Get Off Zero!’Savers are being "slowly cooked alive" by zero interest rates, Gross said, "while central bankers focus on their Taylor models and fight nonexistent inflation.
September 23, 2015
6 FIA benefits to boost salesAgents and brokers looking to boost sales of fixed indexed annuities can increase salesif they know which benefits to communicate to clients.
September 23, 2015
6 FIA benefits to boost salesAgents and brokers looking to boost sales of fixed indexed annuities can increase salesif they know which benefits to communicate to clients.
September 23, 2015
Is Now a Good Time to Invest in Energy? A Look at the FundamentalsA look at the fundamentals of worldwide energy supply and demand suggests we may not have hit the bottom for energy stocks.
September 22, 2015
Matthews Asia Perspective: Times Like TheseWhen there is an abrupt fall in markets, investors may find themselves at a loss. This is not about risk, as such, but about uncertainty.
September 22, 2015
Wall Street Cracks Down on Free Sharing of Analysts' NotesBrokerage and bank executives are frustrated that so much research ends up on Twitter minutes after its release.
September 22, 2015
Burned by Oil Trade, Debt Investors Think TwiceLow oil prices make hedge funds and private equity firms leery of lending to the industry.