Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
9 Steps to Prepare Your Clients for Possible Job Loss
By Roger WohlnerAs layoffs make headlines, act now to ensure that your clients are financially secure if they become unemployed.
November 23, 2022
Family Offices Flourished in 2021: StudyResearch found that North American family offices outperformed their global peers with an average portfolio return of 15%.
November 23, 2022
14 Ways to Make a Good Impression at Holiday PartiesBeing the ideal party guest can lead to more future invitations from wealthy friends and clients.
November 23, 2022
8 Market and Economic Predictions for 2023Some market strategists expect a better year ahead, while others predict a recession.
November 23, 2022
10 Reasons for Advisors and Clients to Be ThankfulAs bad as this year may have been, it's not hard to find at least a few reasons to give thanks.
November 23, 2022
What Taylor Swift Reveals About the EconomySkyrocketing demand, limited supply, price gouging, monopoly accusations and fans willing to pay almost anything. Welcome to Swiftonomics.
November 22, 2022
10 Gifts Under $100 That Will Impress Wealthy ClientsWhat do you give your wealthier clients for the holidays? Something memorable but not too expensive.
November 22, 2022
LPL Adds $4.4B Bank Program With Nearly 30 AdvisorsThe deal involves a unit of St. Louis-based Commerce Bank. Terms were not disclosed.