Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
Morgan Stanley's Wilson Says Stock Rally Will End if Profits Dip
By Farah ElbahrawyMorgan Stanley and JPMorgan Chase are growing concerned as the outlook for profits has been weakening.
March 21, 2024
How to Talk to Clients About Fed MovesDave Byrnes, Security Benefit's distribution chief, looks at an opportunity to explain the benefit of diversification.
March 21, 2024
Best & Worst Full-Service Wealth Management Firms Ranked by Investors — J.D. Power, 2024Overall investor satisfaction is up, but affluent millennials are getting antsy, the annual survey found.
March 21, 2024
This Is Where Advisor Growth Is Happening Now: Dynasty ExecsWho will win out? Who will lose? Here's what Tim Oden and Shirl Penney have to say.
March 20, 2024
S&P Tops 5,200 as Fed Backs Rate-Cut ViewThe index reached a new high as Fed officials maintained their outlook for three rate cuts this year.
March 20, 2024
Fed Pencils In 3 Rate Cuts in 2024But, following a recent uptick in inflation, the central bank forecast fewer cuts than before in 2025.
March 19, 2024
6 Best U.S. Stock Index Funds in 3 Categories: MorningstarThe top funds in the S&P 500, total market and small company classes share low expense ratios.
March 19, 2024
How to Help Women Claim Social Security in 4 Different SituationsHow advisors explain clients' benefit claiming options can make or break financial success in their 80s and beyond.