Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
How Adult Children Affect Gray Marriage Estate Planning
By Rob BurgessBrett Hina, of Cornerstone Private Wealth, helped an older couple entering marriage redefine the meaning of "fair."
August 27, 2026
PRO
Affluent Clients Need a Reality Check on Long-Term Care CostsIndustry data whisperer Lily Vittayarukskul looks at the story "statewide average cost" tables don't tell.
August 26, 2026
The 20 Most Active RIA Buyers of the Past YearWhile first-half deal volume declined in 2026, the scale of acquisitions grew considerably, Fidelity finds.
August 26, 2026
PRO
This Trust Shields Client Assets From Lawsuits, but Is It Worth It?High-net-worth clients may find Cook Islands Trusts attractive, but there are high costs and domestic alternatives.
August 25, 2026
New Bill Would Prevent Double Taxation of Remote WorkersThe Multi-State Worker Tax Fairness Act restricts states' ability to tax nonresident telecommuters.
August 25, 2026
Are Your Clients Leaving This Retirement Savings Vehicle in Park?Most employers don't promote the potential benefits of HSAs for covering future health care costs, a new survey finds.
August 25, 2026
12 Cheapest States to Live ComfortablyHere's where it takes the lowest annual salary to afford necessities and extras while saving for retirement.
August 24, 2026
Annuity Players Should Use AI to Watch the Game, Marketer SaysSeth Friedman wants the industry to supplement due diligence with "living institutional intelligence."