Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
Trump to Sign Order to Expand Access to Retirement Plans
By Hadriana LowenkronThe executive order reportedly directs Treasury to create a new website, TrumpIRA.gov, to allow workers to find private-sector plans.
April 29, 2026
Advisors Expect Year-End Stock RallySeven in 10 expect the S&P 500 to finish 2026 up by 5% or more, InspereX research finds.
April 28, 2026
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'Gray Divorce' Leaves Little Room for Error in Retirement PlanningAfter 65, the parties have more assets to split and less time to rebuild their financial lives.
April 28, 2026
Your 50-Year-Old Client Has No Retirement Account. What's an Advisor to Do?This scenario is relatively common, advisors say, and there are several techniques to help these clients catch up.
April 27, 2026
The High-End Collectibles That Gained, and Lost, Value in 2025Although values remained under pressure, Knight Frank notes, the annual decline slowed during 2025.
April 23, 2026
The Key to Seamless Protection for Ultra-Wealthy ClientsWealth managers need to design comprehensive risk strategies to safeguard clients across their full spectrum of assets.
April 22, 2026
How RIAs, Other Advisors Work With Clients on Retirement Planning: SurveySome 40% of financial professionals believe that 30% or more of their clients spend less than they prudently can.
April 22, 2026
San Francisco Billionaire Punches Back Against 'Overpaid CEO' TaxAfter starting successful companies and amassing $13 billion, Chris Larsen has become the face of a billionaires' revolt.