Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
Yes, Life and Annuity Issuers Can Suddenly Collapse, Treasury Risk Tracker Warns
By Allison BellThe Office of Financial Research put a section on fire sale exposure in its new financial stability report.
November 08, 2024
12 Richest Americans in Sports: ForbesAmong the wealthiest people are billionaires with big stakes in major franchises in the United States and abroad.
November 08, 2024
Extending the Estate Tax Exemption: Likely With Trump, But Not a GivenPlanning experts say it's key for advisors to remain flexible in case the tax rules undergo unexpected changes.
November 08, 2024
12 Best Cities for Veterans to Live: 2024The top locations prioritize education, employment, health care and entertainment, according to WalletHub.
November 08, 2024
Debate: Do Taxpayers Benefit From New Hardship Distribution Rules?The Secure 2.0 Act contained many provisions that broadened the ability to access retirement funds without penalty.
November 06, 2024
What Clients Changing Jobs Should Know About Their 401(k)These clients have a decision to make on whether, and where, to move their retirement savings.
November 06, 2024
El-Erian: Election Means 'New Power Structure' in U.S."The markets are reacting in an incredibly rational fashion," Allianz's chief economic advisor says.
November 06, 2024
12 Most Livable Midsize U.S. Cities: 2024AARP looked at areas with a population of between 25,000 and 99,999 individuals, including some near the water.