Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
5 Top Life and Annuity Q3 Strength Indicators
By Allison BellThis fall, Morgan Stanley analysts saw some insurers do noticeably better than others.
November 21, 2022
Quiz: Do You Know These RMD Tax Facts?Tax-savvy advisors may ace the test, but others may find they learn a thing or two about this complex and evolving topic.
November 21, 2022
Waiting to Claim Social Security Can Boost Income by 10.4%: StudyNew analysis finds "virtually all" workers ages 45 to 62 could benefit from waiting to collect the benefit.
November 21, 2022
4 Bond Moves to Consider Making NowDespite an inverting yield curve, steps like looking at higher yields and extending bond portfolio duration may be worthwhile for advisors and their clients.
November 18, 2022
Industry Groups Press Lawmakers to Pass Secure Act 2.0If Secure Act 2.0 fails to get attached to a budget bill, the sweeping retirement bill "will languish" next year, says ERISA attorney Brad Campbell.
November 17, 2022
Life Insurers Should Get Used to an Inflationary World: Fitch EconomistBrian Coulton's scenario could be rotten for stocks but great for clients with fixed annuities.
November 17, 2022
Gen Z: Still Living at Home, Struggling With Financial StabilityNew research from DailyPay found that 54% of 18- to 25-year-olds are living with their parents.
November 17, 2022
U.S. Annuity Sales Could Reach All-Time High: CerulliThe rate environment, coupled with difficult market conditions, has led many advisors and their clients to consider annuities.