Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
The Ten Commandments of Prospecting in 2024
By Bryce SandersI say unto thee: The advisor who prospects well shall inherit the earth.
April 17, 2024
Happy 60th Birthday. Time to Reduce Future RMDs.Traditional retirement accounts are "unlocked" at age 59.5, opening a window to act before RMDs start at 73.
April 17, 2024
Supreme Court Case Could Upend a Key Succession StrategyThe case involves a life insurance strategy intended to keep remaining shareholders in control after a key shareholder's death.
April 16, 2024
Critics Continue Fight Two Unpopular Social Security ProvisionsSocial Security's windfall elimination provision and government pension offset rules can be particularly hard on surviving spouses.
April 16, 2024
10 Cheap Stocks With Reliable Dividends: MorningstarCompanies on the index that are currently undervalued were screened for quality and durable payouts.
April 16, 2024
Two-Thirds of Pre-Retirees Expect to Work Past 65Here's how advisors are helping them, according to a Nationwide survey.
April 16, 2024
Life and Annuity Issuers Could Help Break the Banks: EconomistsA working paper details potential problems at mutual funds, pension plans and broker-dealers, as well as insurers.
April 15, 2024
12 Most Dynamic U.S. Metro Areas: 2024The metro that topped last year's ranking has plunged to No. 29.