Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
Is the 4% Rule Too Safe?
By David BlanchettWhile rules of thumb aren't optimal, I think 5% is a more realistic starting point for typical retirees.
May 01, 2024
3 Reasons Cash Is King AgainReturns on cash are competitive now, and your clients might have more of it than you think.
May 01, 2024
JPMorgan Embraces Family Offices, With 'Very Tailored' AdviceThey offer such bespoke services as cybersecurity advisory and matrimonial planning, practice head William Sinclair says.
May 01, 2024
U.S. Faces Retirement Crisis, Working Women SaySurvey respondents cited inflation and rising health costs among reasons that retirement is only getting harder.
May 01, 2024
Fed Flags Lack of Inflation Progress but Signals Hikes UnlikelyOfficials unanimously decided to leave the target range for the federal funds rate at 5.25% to 5.5%.
May 01, 2024
15 U.S. Cities Where It Takes the Most Income to Be Middle ClassIn six cities, a household can bring in more than $300,000 and still fit the definition, SmartAsset found.
April 30, 2024
How to Lock In a $14M Estate Tax Exemption Before 2026Families have a range of planning options — and trust limitations — to consider as exclusion amounts change.
April 30, 2024
IBD Channel Faces Exodus to RIAs: CerulliOf advisors thinking of going independent, only a fraction said they'd want to custody with their current BD.