Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
An Obscure Social Security Claiming Strategy? Not So Fast.
By Rob BurgessA planner thought he might have stumbled upon a loophole in program regulations. The reality is more complicated.
May 19, 2026
11 Best & Worst Broker-Dealers: Q1 Earnings, 2026The 11 broker-dealers had an average jump in profits of 60% in the period versus a year ago.
May 18, 2026
How Advisors Can Help Military Retirees Navigate Post-Service LifeThese clients face tax and retirement planning issues tied to their military benefits.
May 18, 2026
12 Best States for Military Retirees: 2026Considerations in transitioning to civilian life include economic environment, quality of life and healthcare, WalletHub reports.
May 18, 2026
Morgan Stanley's Wilson Warns Stock Rally at Risk From Bond RoutThe firm expects a "meaningful" stock correction if bond market volatility inreases and long-term rates keep rising, Wilson writes.
May 15, 2026
How Merrill Advisors Help Rich Families With Wealth TransfersAdvisors have a crucial role in these sometimes-messy conversations, Merrill Center for Family Wealth head Valerie Galinskaya says.
May 14, 2026
Corient Acquires $7.8B Capital AdvisorsThe firm's principals will become Corient partners upon closing, expected later this quarter.
May 14, 2026
Americans Are Most Financially Burdened in These 12 StatesResidents in some locations, SmartAsset reports, may be contending with high costs, weaker incomes and heavier debt loads.