Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
For the Right Investors, Private Markets Make Sense: Mercer Exec
By Dinah Wisenberg BrinWary of megacap technology stocks, Donald Calcagni is bullish on small caps and private middle-market companies.
July 24, 2024
7 Signs Retirement Savers Have Grown More SophisticatedA higher percentage of Americans say their individual financial situation warrants consulting with an advisor.
July 24, 2024
The Hard Truth About Exiting the WorkforceWe all like to imagine leaving the job on our own terms, but that's far from a guarantee.
July 24, 2024
As Retirement Approaches, Gen X Workers Are WorriedMore are reporting that they have pushed back the date they plan leave the workforce.
July 24, 2024
8 Fast-Growing Expenses for Retirees, RankedAll Americans are confronting inflation, but seniors have faced a particularly pernicious price crunch since 2010.
July 24, 2024
15 Most Expensive Cities for a High-End LifestyleJulius Baer tracked 12 consumer goods and eight services to gauge the cost of "living well."
July 23, 2024
6 Traits of People Passing Down Wealth in Next DecadeHere's what to know about who's transferring wealth now, according to Altrata.
July 23, 2024
The 12 Best States for an Affordable Retirement: 2024Bankrate analyzed data on crime, weather and other factors, with affordability representing 40% of the overall ranking.