Economy & Markets
The important economic and stock market news that advisors need to know.
How to Talk With Adult Children About Prenups
By Robert Bloink and William H. ByrnesClients who are concerned for their engaged child’s financial well-being should understand that they have options.
May 22, 2025
House Passes Trump Tax BillThe bill now heads to the Senate, where groups of Republicans are pressing for extensive changes.
May 21, 2025
BlackRock Adds to AI-Stocks Bet in $160B Model PortfoliosBlackRock is also paring its equity exposure across its U.S. models after the recent risk-on rally.
May 21, 2025
Fed Panelists Wish Private Credit Was More PublicA corporate governance researcher wondered why asset managers are putting private assets in 401(k) plans.
May 20, 2025
Texas Stock Exchange CEO Sees State Muscling In on NYC, DelawareThe Dallas-based bourse project is backed by the likes of BlackRock, Schwab and Citadel Securites.
May 19, 2025
How Roth Conversions Fit Into 2025 PlanningFor the right clients, 2025 could be a good year for this strategy for a number of reasons.
May 19, 2025
Dimon Warns Markets Are Underestimating Geopolitical, Inflation Risks“People feel pretty good because you haven’t seen an effect of tariffs,” said the JPMorgan CEO.
May 19, 2025
Jeremy Siegel: Stocks Could Rebound to All-Time Highs SoonTax cuts and potential easing of Middle East tensions could propel equities, the emeritus professor writes.