Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
8 Trends in Retirement Income Planning
By John ManganaroShifting market dynamics and new products are changing the way advisors navigate the decumulation phase of retirement.
October 24, 2023
Jamie Hopkins: Here's One Surefire Way to Boost Retirement ConfidenceEvidence from a recent survey shows investors with written retirement plans are more confident than those without.
October 20, 2023
What's Crushing Wealth Management Results at the Wirehouses?Wealth units at Morgan Stanley, Bank of America and Wells Fargo all underperformed in Q3 relative to 2022.
October 20, 2023
Gary Shilling: 8 Market, Economic Predictions for Year-End and BeyondThe advisor and economist is not optimistic.
October 19, 2023
El-Erian: Treasury Market 'Has Lost Its Anchors'"We need this market to stabilize," Allianz's chief economic advisor said.
October 13, 2023
Social Security's 2024 COLA, While Modest, Could Still Trigger Higher TaxesThough the COLA is lower than last year's, it could still push seniors over key thresholds.
October 13, 2023
Schwab's Sonders Is Waiting to See What Might 'Break' in Economy"There's still a coming-home-to-roost environment here," the firm's chief market strategist said.
October 12, 2023
Bob Doll Checks In On His 10 Predictions for 2023With one quarter to go, half of Doll's 2023 predictions are heading in the right direction, he says.