Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
Bill Gross Laments 'Excessive Exuberance' as Stocks Surge
By Ye Xie"Buckle up," the former PIMCO exec wrote.
March 21, 2024
Best & Worst Full-Service Wealth Management Firms Ranked by Investors — J.D. Power, 2024Overall investor satisfaction is up, but affluent millennials are getting antsy, the annual survey found.
March 21, 2024
This Is Where Advisor Growth Is Happening Now: Dynasty ExecsWho will win out? Who will lose? Here's what Tim Oden and Shirl Penney have to say.
March 20, 2024
S&P Tops 5,200 as Fed Backs Rate-Cut ViewThe index reached a new high as Fed officials maintained their outlook for three rate cuts this year.
March 20, 2024
Fed Pencils In 3 Rate Cuts in 2024But, following a recent uptick in inflation, the central bank forecast fewer cuts than before in 2025.
March 19, 2024
6 Best U.S. Stock Index Funds in 3 Categories: MorningstarThe top funds in the S&P 500, total market and small company classes share low expense ratios.
March 19, 2024
How to Help Women Claim Social Security in 4 Different SituationsHow advisors explain clients' benefit claiming options can make or break financial success in their 80s and beyond.
March 18, 2024
Will RIAs Start Using Fixed Rate Annuities in Portfolios?The products represent a relatively attractive way to increase portfolios' potential risk-adjusted, after-tax returns.