Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
Helping Young Clients 'Coast' to Retirement Starts With the Right Number
By Rob BurgessThe strategy appeals to clients seeking a less extreme alternative to FIRE, but there are mistakes to avoid.
September 24, 2026
12 States Where $250K Lasts Longest for Long-Term CareAging Americans face distinct challenges planning for such care no matter where they live, CareScout finds.
September 23, 2026
Clients' Social Security, Medicare Worries Run High Ahead of Midterms: CFP BoardCost pressures are driving some clients to make reactive decisions, a report finds.
September 23, 2026
Morgan Stanley Advisors Face Higher Revenue Hurdles in 2027With grid thresholds 10% higher, a market dip "becomes a dangerous double-whammy," a consultant says.
September 22, 2026
Amid Uncertainty, Family Offices Shift Toward Public EquitiesNearly half of respondents to a Citi Wealth survey increased their public stock exposure during the year.
September 22, 2026
10 Cheap Growth Stocks to Buy Now: MorningstarThese companies have become undervalued as AI-wary investors have pivoted, according to analysts.
September 18, 2026
Creative Planning Accelerates Employee Equity OwnershipThe program encompasses roughly 1,000 of the firm's 3,000 employees, CEO Peter Mallouk says.
September 18, 2026
12 States With the Highest Incomes Needed to Join the 1%The income threshold to join this group varies dramatically by state, SmartAsset reports.