Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
5 Basic Finance Lessons Many Clients (and Some Advisors) Forgot This Year
By John ManganaroMichael Finke and David Blanchett dig into the lessons offered up by the "spectacular decline" in the value of cryptocurrencies.
November 30, 2022
These 15 Funds Have Created the Most Wealth for Investors: MorningstarThese funds have created significant value where it counts: by increasing dollar value for shareholders.
November 30, 2022
The 10 Best Bars in the World: 2022You never know who you might meet over a cocktail, especially at these top-ranked establishments.
November 29, 2022
El-Erian: 'Short and Shallow' Recession View Could Be a TrapThe economist doesn't consider recession inevitable but reminds investors that a range of economic outcomes are possible.
November 29, 2022
10 States Where Home Values Have Increased Most Since 2021Homeowners in these states saw an average increase in value of 24% from a year ago.
November 29, 2022
Social Security Claiming Baffles Even Sophisticated Clients. Here's What Advisors Can Do.The near-record COLA is sparking discussion among advisors and clients, says Mike Lynch of Hartford Funds.
November 28, 2022
10 Billionaires Who Have Lost Big in 2022With slumping markets and a few spectacular meltdowns, it's been a volatile year for some of the world's richest.
November 28, 2022
10 Popular Vacation Spots for 2023From Oceania to Europe, these destinations will satisfy your clients' wanderlust.