Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
Bonds Steadied Annuity Issuers in Q2: Morgan Stanley
By Allison BellBut the issuers faced other economic risks, analysts warned ahead of earnings season.
July 10, 2025
More Americans Plan to Leave a Bequest; Fewer Expect to Receive OneMany investors have not planned for their financial legacy, Northwestern Mutual reports.
July 10, 2025
4 Ways Tariffs Could Hurt Annuity IssuersSwiss Re institute analysts dismiss arguments that life insurers are immune to trade war pain.
July 08, 2025
12 States With the Most Potential AUM per AdvisorSeven states have more than $100 million in prospective assets available per advisor, SmartAsset reported.
July 04, 2025
Trump Signs His Tax-and-Spend Bill at White House CeremonyHe signed the bill into law Friday, enshrining an extension of tax cuts and steep cuts to some health programs.
July 03, 2025
House Sends $3.3T Tax Package, With HSA Provisions, to TrumpThe One Big Beautiful Bill Act also renews many current tax provisions and imposes health program funding cuts.
July 03, 2025
Trump Wins Broad Economic Policy Shift as House Passes Tax BillThe 218-214 vote in the House sends the legislation to Trump, in time for his July 4 deadline.
July 03, 2025
Who Won and Lost in Trump’s Tax BillBusiness investors and wealthy Americans are among the biggest winners in President Donald Trump’s tax bill.