Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
Short-ARKK Fund Celebrates First Birthday Up 110% Since Launch
By Katie GreifeldThe $361 million AXS Short Innovation Daily ETF has the second-best performance of some 450 ETFs that launched over the past year, Bloomberg data show.
November 04, 2022
Tax Loss Harvesting Is Easier With ETFs, but Beware the Wash Sale RuleClear communication with clients is essential, as the topic of tax loss harvesting can cause confusion and concern.
November 04, 2022
14 Best Large-Cap Equity ETFs: MorningstarAnalysts think these gold-rated ETFs offer the right kind of market exposure for investors.
November 04, 2022
UBS Wealth Reshuffles Management in UHNW PushThe firm is also shifting more focus to Florida and Texas as more wealthy clients move there.
November 04, 2022
How This Year's Painful Losses Can Help Your Client's Tax SituationRic Edelman talks to BlackRock's Michael Lane about what he calls the best tax-loss harvesting opportunity in 50 years.
November 04, 2022
Manchin Wants Deal on Social Security, Medicare and DebtSome trust funds that support the programs could run out of money in the next 12 years, which would trigger benefit cuts.
November 03, 2022
The Fed's Silver Lining for Retirement PortfoliosHigher rates present an opportunity to lock in attractive yields moving forward.
November 02, 2022
Athene Helped Stabilize U.K. Government Bond Market: Apollo ExecutivesMarc Rowan, the CEO, said penalties on trading capital providers are causing liquidity problems.