Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
Why 'Breakeven' Framing for Social Security Claiming May Be 'Deeply Misguided'
By Dinah Wisenberg BrinThe way the decision is presented to retirees "dramatically shapes the decisions they make," economist Jeffrey R. Brown says.
August 05, 2026
CFPs Are Happy and Clients Are Optimistic: SurveyInvestors feel better about their financial outlook than they did three months ago, according to the CFP Board.
August 05, 2026
Prudential Aims to Reap $3B on Emerging Markets ExitPrudential is seeking to focus on core markets and bolster its asset management unit.
August 05, 2026
10 Biggest Q2 Deals in Wealth Management: EchelonDealmakers announced 120 transactions in the quarter, Echelon Partners reports, while transacted AUM reached $378 billion.
August 04, 2026
How Lack of Planning Robs Investors of the Retirement They ImaginedRetirees appear to be doing reasonably well, a survey finds, but are not fully living with intention and purpose.
August 04, 2026
The 'Drive-By Schmoozing' and Other Party Mistakes to AvoidIf you're trying to grow your network at an event, here's what not to do.
August 03, 2026
Financial Pressures Put Life Milestones Out of Reach for Gen Z, Millennials: SurveyThe good news: Younger Americans started saving for retirement far earlier than their parents did.
August 03, 2026
10 States With the Biggest Jumps in Wage InequalityThe top 10% of earners are pulling farther ahead of the median in these states, according to SmartAsset.