Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
Top 5 Financial Planning Trends for the Next 5 Years
By Michael S. FischerThe Financial Planning Standards Board surveyed CFPs on what they think financial advice delivery will look like.
October 05, 2021
10 Fastest-Rising Costs for Older Americans Since 2000Social Security benefits may be adjusted for inflation, but the costs of many goods and services rise faster.
October 04, 2021
Most Active Funds Trailed Benchmarks in Q3: BofAThe share of active funds outperforming year-to-date is less than half, but still higher than from 2018-2020, the bank reports.
October 01, 2021
4 in 5 Millennial Workers Expect Major Life Changes in Next Year: MetLifeThe plans most frequently delayed by the pandemic include getting medical treatment, selling a home, moving to another part of the country and getting a divorce.
October 01, 2021
Rethinking Risk in Retirement PlanningDownward income adjustments are inconvenient, maybe even painful. But they don't mean financial ruin.
October 01, 2021
Americans Say Investments Play Role in Addressing World Problems: SchrodersU.S. investors, especially millennials, are concerned about how the companies they invest in behave, the annual global investor survey found.
September 29, 2021
12 Cheapest States for Prescription DrugsAmericans 65 and older spent an average of $7,554 on prescription drugs last year, according to MedicareGuide.
September 27, 2021
13 Stocks That Look Overvalued but Aren't: MorningstarThese stocks may look like candidates for selling given their P/Es, but Morningstar's Susan Dziubinski argues otherwise.