Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
Social Security COLA Estimate for 2025 Drops to 3%
By John ManganaroThe new COLA projection is based on the latest CPI data, which showed inflation cooled in May.
June 07, 2024
15 Most Livable Small and Midsize U.S. CitiesLivability.com used about 100 data points to rank cities with populations between 75,000 and 500,000.
June 06, 2024
8 Reasons Retirement Has Gotten Harder for the Affluent: Michael FinkeFinancial planning clients generally live longer than the average American, adding to the financial strain of retirement.
June 06, 2024
Debate: Should Republicans Fast-Track Renewal of the 2017 Tax Cuts?Republicans in Congress are preparing a push to renew the cuts with a simple majority, using budget reconciliation.
June 05, 2024
Texas to Take On NYSE With New Stock ExchangeThe Texas Stock Exchange has raised $120 million from backers including BlackRock and Citadel.
June 04, 2024
Fidelity Puts Pay-to-Play Pressure on ETF IssuersThe firm wants deals giving it 15% of fund revenue or it may charge investors a $100 fee.
June 03, 2024
The 4 Client Segments Driving Advisors' Future GrowthThese groups have varying views on professional advice but share the same top financial goal, State Street finds.
May 31, 2024
Family Offices' 10 Favorite Investments for 2024Asset allocations among these ultra-wealthy investors showed material shifts for 2023, UBS reported.