Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
Next-Gen Advisors Upbeat on AI: Survey
By Michael S. FischerFor younger financial pros, adoption of the generative technology has been fast and far-reaching.
November 28, 2023
Top 15 U.S. Cities Where Millennials Moved in 2022The migration of 25- to 44-year-olds tends to affect housing markets, small businesses and social dynamics.
November 28, 2023
Annuity Product Sales Trend Lines Start to ConvergeTraditional variable annuity sales kept falling, but not as fast.
November 27, 2023
U.S. Long-Term Care Insurance Users Average $1.4M in Household Wealth: StudyEconomists drew on market data to calculate the value of informal care for those 65 and older.
November 27, 2023
The Older-Worker Productivity Drain Is (Mostly) a Myth: StudyAn in-depth new report finds fears about an aging workforce reducing productivity and profits are largely overblown.
November 22, 2023
15 Richest Americans in Sports: ForbesWhile playing pro sports can be lucrative, the big money is in franchise ownership.
November 22, 2023
RMDs, Venmo Reporting and Other Tax Issues to Watch Now: Jeff LevineThe coming year or two will undoubtedly be a "tax crunch time," warns the self-professed "planning nerd."
November 21, 2023
Here's How Much Money People Think They Need to Be Happy: SurveyPeople with a detailed financial plan reported higher levels of money-related happiness.