Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
Social Security 2025 COLA Estimate Jumps to 2.4%
By John ManganaroHigher-than-expected inflation in February has pushed the 2025 Social Security COLA projection up meaningfully.
March 07, 2024
Debate: Should Partially Vested Workers Be Able to Take Matching Contributions as Roth?Thanks to Secure 2.0 changes, employers and employees have new options in adding to retirement savings plans.
March 07, 2024
15 States With the Highest Tax Rates: 2024Even residents in states with low or no income taxes may still get a hefty bill, WalletHub found.
March 06, 2024
Secure Act 2.0 Smooths Path for Small-Business Retirement Plan Do-OversThe law makes it easier to switch from SIMPLE IRAs to a safe harbor 401(k).
March 06, 2024
13 Cheap Stocks With New Dividend Hikes: MorningstarRaising dividends can be a sign of a company's confidence in its future finances, Tom Lauricella writes.
March 05, 2024
Bear Markets and Winter Colds: 11 Ways They AlignSure, they're both annoying and, usually, temporary: This too shall pass.
March 05, 2024
Life and Health Job Outlook Improves for 2024Insurers ended up with stronger worker demand in 2023 than they expected in the yearly staffing survey.
March 04, 2024
What Many Advisors Overlook in Boosting Clients' Financial SecurityThe psychology of money is becoming core to the planning profession. Here's where to start.