Economy & Markets
The important economic and stock market news that advisors need to know.
Gary Shilling: Sky-High Stock Prices a Cause for Worry
By Dinah Wisenberg BrinThe S&P 500 would have to fall 50% to reach its average under a key measure, the economist said.
April 18, 2024
A Financial Planning Checklist, From Age 20 to 70 and BeyondHere are some benchmarks to keep clients' retirement, estate and long-term care planning on track.
April 18, 2024
Treasurys Hit as Hawkish Fed Views Keep Piling UpCould the Fed hike? Fed Bank of New York President John Williams says that it's possible, if warranted.
April 18, 2024
Debate: Should Short-Term Health Policies Be Limited to 4 Months?Final regulations shortened the time limit on these plans, which are exempt from some ACA rules.
April 18, 2024
Vermont Partners With Colorado to Launch Its Auto-IRA ProgramThe agreement will put the state on track to roll out VT Saves by the end of 2024.
April 17, 2024
The Ten Commandments of Prospecting in 2024I say unto thee: The advisor who prospects well shall inherit the earth.
April 17, 2024
These 10 Industries Offer the Best-Performing 401(k) PlansTough markets in 2022 caused average balances to fall across industries, but some sectors managed to outperform significantly.
April 17, 2024
Trump Pushed to Embrace 17% Income Tax for AllDonald Trump is under pressure to embrace a flat tax rate and hold the line on the state and local tax deduction.