Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
Clients Retiring in 2024 Need to Know About These Changes
By Roger WohlnerHere are some planning strategies to help your clients take advantage of new rules and expected developments.
December 28, 2023
10 Least Expensive Big U.S. CitiesAverage spending on the 10 most common household bills fits into more budgets in these locales.
December 27, 2023
Americans More Optimistic About Social Security: GallupHalf of adults aged 18 to 29 predicted that they will receive benefits, up from 34% in 2015.
December 27, 2023
Top 15 Cities Where Gen Zers Are MovingThe settling of young adults into new communities plays an important role in local economies, SmartAsset research finds.
December 26, 2023
CFP Board Picks 7 Best Retirement Research Papers of 2023Many of the papers recognized by the board tackle timely retirement planning questions.
December 26, 2023
7 Market, Economic Predictions for 2024: SchwabHere's what Liz Ann Sonders, Jeffrey Kleintop and Kathy Jones expect for the year ahead.
December 21, 2023
This Is Where Americans Get Their Financial AdviceAdvice seekers looked to a number of sources for money knowledge in 2023, a Bankrate survey finds.
December 21, 2023
9 Best-Performing Large-Growth Funds of 2023: MorningstarFunds that invest in big companies have outperformed the overall stock market by 10.1 percentage points this year.