Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
Gen Xers Confront Retirement Reality
By Michael S. FischerMany are going it alone when it comes to retirement planning, yet knowledge gaps are common, Natixis finds.
June 14, 2024
8 Ways RIAs, Investors View Markets Over the Next Year: SchwabThe outlooks of advisors and investors differ in some key ways, according to a new survey.
June 14, 2024
Let's Stop Wishful Thinking About Interest Rates: Skip SchweissWhen it comes to ultralow rates, "be careful what you wish for," the Sierra Investment Management CEO says.
June 12, 2024
5 Top Planning Issues for Family PropertiesThese assets are often imbued with memories, history and intermingled finances, warranting careful consideration and planning.
June 12, 2024
How Advisors Can Help Women Adjust to WidowhoodDebt is a major financial challenge facing widowed women, a Thrivent survey found.
June 12, 2024
Ed Slott: Time for Some Clients to Ditch Traditional IRAsLow tax rates and big federal budget concerns put the traditional IRA in a precarious position, he says.
June 12, 2024
Fed Dials Back Rate Forecasts, Signals Just One Cut in 2024That's down from the three reductions Fed officials forecast in March.
June 12, 2024
Social Security COLA Estimate for 2025 Drops to 3%The new COLA projection is based on the latest CPI data, which showed inflation cooled in May.