Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
Jeffrey Levine: 7 Things to Know About Sequence of Returns Risk
By John ManganaroConfronting this risk requires advanced planning and, potentially, reductions in retiree spending and lifestyle expectations.
October 19, 2022
Millennial and Gen Z Wealth Grew by 25% in 2021: CerulliYounger investors are eager for comprehensive financial advice and are willing to pay for it, Cerulli reports.
October 19, 2022
13 New Tax Numbers to Know for 2023The IRS' inflation adjustments affect tax brackets, estate and gift taxes, and health insurance-related deductions, among others.
October 18, 2022
Even Millionaires Worry About Being Able to Retire Comfortably: NatixisThirty-five percent of millionaires in a new survey say "it will take a miracle" to achieve a secure retirement.
October 18, 2022
IRS Announces Tax Inflation Adjustments for 2023The agency has adjusted thresholds for tax brackets, the AMT, the estate tax and other provisions.
October 18, 2022
12 Metros Where the Social Security COLA Will Help the MostThe Social Security inflation adjustment is the same across the U.S. Actual local inflation rates are different.
October 18, 2022
17 Richest Colleges & Universities in the U.S.Here are the schools with the biggest endowments, according to the latest report from Nacubo-TIAA.
October 17, 2022
Forecast for Recession Within Year Hits 100%Bloomberg economists' latest models forecast a higher recession probability across all timeframes vs. an earlier estimate of 65%.