Economy & Markets
The important economic and stock market news that advisors need to know.
Investors Still Favor Equity, Taxable Bond Funds: Lipper
By Janet LevauxPositive Q1 returns seem to be overshadowing recent volatility, at least for now, says Tom Roseen of Lipper.
April 10, 2014
Gross Calls PIMCO Turmoil ‘Near-Death Experience’The bond guru opens up on what El-Erians departure and its aftermath have been like.
April 09, 2014
Fed Minutes Ease Concern on Rate Rise, Lifting StocksSeveral Fed policy makers said a rise in their median projection for the main interest rate exaggerated the likely speed of tightening.
April 09, 2014
DOL Fiduciary Plan Could Hurt Workers Changing Jobs: StudyThe DOL fiduciary proposal could lead more workers, particularly lower earners, to cash out their retirement plans by barring them from advice, Quantria Strategies says.
April 08, 2014
Even for Institutions, Investment Decisions Go Beyond MoneyAlmost 90% of institutional investors consider nonfinancial information when making investment decisions, a report released Tuesday by EY found.
April 08, 2014
Don’t Retire, Be Happy (and Help the Economy, Too)With financially unprepared boomers careening toward a retirement train wreck, a study showing a happiness premium for older workers may have come just in time.
April 08, 2014
Time for a Comeback in Cyclical Stocks?LPL Financials Jeffrey Kleintop says theres a tight relationship between economic surprises and the performance of non-defensive equities.
April 07, 2014
Investor Education Is ‘Futile,’ ‘Totally Discredited’: DalbarDalbar's 20th annual behavior study finds, yet again, that the average mutual fund investor underperforms. The firm offers four things advisors can do to help.