Economy & Markets
The important economic and stock market news that advisors need to know.
Big Tech Is Making Index Funds Riskier. Here's What Advisors Can Do.
By John O’ConnellAs tech stocks present growing concentration risk, students of history should recognize that market leadership can shift rapidly.
December 10, 2024
Jeremy Siegel Warns Against December OverexuberanceThe next few weeks could be disappointing, the economist said in his weekly column.
December 10, 2024
Nippon Life Closes on Big Corebridge Stake, Adds U.S. Annuity SizzleThe Japanese giant is also said to be in talks to acquire Resolution Life for $8.2 billion.
December 09, 2024
4 Options for Passing Down Your FirmWhen transitioning the book from one generation to the next, it's important to balance legacy and liquidity.
December 09, 2024
Trump Says He Has No Plan to Remove Powell as Fed ChairPresident-elect Donald Trump said he doesn't see replacing Jerome Powell, whose term expires in May 2026.
December 09, 2024
Bob Doll Sees Stock Pullback in Early 2025The Crossmark CEO talks to ThinkAdvisor about what to tell clients now and what surprised him most in 2024.
December 06, 2024
Vanguard Shuffling Stock and Bond Allocations in Balanced STAR FundThe offering, comprising actively managed Vanguard funds, will keep a roughly 60-40 mix.
December 06, 2024
The Best Gift You Can Give Your Family May Be in Your Filing CabinetWhat better way to show family, clients and staff you care than having a succession plan in place?