Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
Self-Directed 401(k) Balances Dipped in Q3: Schwab
By Michael S. FischerAccount balances for self-directed brokerage accounts in Q3 were down nearly 20% from a year ago.
November 29, 2022
El-Erian: 'Short and Shallow' Recession View Could Be a TrapThe economist doesn't consider recession inevitable but reminds investors that a range of economic outcomes are possible.
November 29, 2022
10 States Where Home Values Have Increased Most Since 2021Homeowners in these states saw an average increase in value of 24% from a year ago.
November 29, 2022
Social Security Claiming Baffles Even Sophisticated Clients. Here's What Advisors Can Do.The near-record COLA is sparking discussion among advisors and clients, says Mike Lynch of Hartford Funds.
November 28, 2022
10 Billionaires Who Have Lost Big in 2022With slumping markets and a few spectacular meltdowns, it's been a volatile year for some of the world's richest.
November 28, 2022
10 Popular Vacation Spots for 2023From Oceania to Europe, these destinations will satisfy your clients' wanderlust.
November 28, 2022
9 Steps to Prepare Your Clients for Possible Job LossAs layoffs make headlines, act now to ensure that your clients are financially secure if they become unemployed.
November 23, 2022
Investors Cutting Back to Pay for Essentials: StudyA quarter of respondents with money in stocks said they were investing less to free up cash.