Economy & Markets
The important economic and stock market news that advisors need to know.
Why the Boomer Wealth Transfer Might Not Be So 'Great'
By Michael S. FischerA significant portion of the assets' value could evaporate in their distribution, a new white paper argues.
March 16, 2026
Morgan Stanley, Goldman Upbeat on Stocks Despite Iran WarStrategist Mike Wilson's year-end target for the S&P 500 is 7,800, implying upside of about 18% from Friday's close.
March 13, 2026
5 New Investor Fear FindingsOne sign of stressful times is a Northwestern Mutual survey report section on "financial nihilism."
March 13, 2026
Mamdani Wants New York's Estate Tax Threshold Cut 90% to $750,000The New York City mayor also wants to raise the state's top estate tax rate from 16% to 50%.
March 13, 2026
Schwab Forecasts Revenue Growth of 16% for Q1CEO Rick Wurster says retail investors are buying the dip in U.S. equities, undaunted by the war.
March 13, 2026
Retirement Before 65: How to Pay for Health Costs Until Medicare Kicks InMore than half of workers retire before reaching Medicare age. Here's how advisors can help.
March 13, 2026
10 Good Dividend Stocks to Buy Now: MorningstarHigh dividend yields can be tempting, but they often show up in risky sectors, strategist Dan Lefkovitz notes.
March 13, 2026
Gamblers to Wager $3.3B on March Madness TournamentsThe tally doesn't include casual wagers on office bracket pools and bets placed on prediction markets like Polymarket.