Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
Here's What's Wrong With the 4% Rule
By Robert Bloink | William H. ByrnesFor investors who prefer a formulaic approach to retirement withdrawals, there's a better option.
April 09, 2024
Younger Investors Are Optimistic About Their Finances, But Want HelpA recent poll finds most Gen Zers and millennials are asking for financial advice but not always from advisors.
April 08, 2024
Bob Doll Checks in on His 10 Predictions for 2024Only two of the investment strategist's calls for the year appear to be heading in the right direction.
April 04, 2024
Top 15 Wealth-Creating Stocks of the Past 10 Years: MorningstarThese market standouts have generated an estimated total of $15.9 trillion in shareholder wealth, says portfolio strategist Amy Arnott.
April 04, 2024
12 States Where Homebuyers Need a Six-Figure IncomeAffordability is a hurdle in a growing number of locations, an analysis by Bankrate found.
April 03, 2024
7 Tips for Advisors Planning to Break AwayThe growing independent RIA space includes both entrepreneurial younger advisors and those within sight of retirement.
April 01, 2024
20 Hottest Luxury Real Estate Markets: 2024One in five ultra-wealthy individuals plan to invest in real estate this year, according to Knight Frank.
April 01, 2024
How Much It Takes to Join the Top 1%, in 17 CountriesThe top country on this list has a threshold more than twice that of the U.S.