Economy & Markets
The important economic and stock market news that advisors need to know.
6 Predictions for Stocks, Inflation, Economy in 2024
By Dinah Wisenberg BrinWith stock valuations high and inflation staying sticky, here's what investment firms and strategists are expecting.
March 25, 2024
How Advisors Build Retirement Income Portfolios, in 7 ChartsPortfolios specifically designed for retirees often use different asset classes than those focused on accumulation.
March 25, 2024
Morgan Stanley's Wilson Says Stock Rally Will End if Profits DipMorgan Stanley and JPMorgan Chase are growing concerned as the outlook for profits has been weakening.
March 22, 2024
Icebreakers: 17 Questions to Ask Cruise FansLots of people have cruised, and it's a good conversation starter.
March 22, 2024
Bill Gross Laments 'Excessive Exuberance' as Stocks Surge"Buckle up," the former PIMCO exec wrote.
March 22, 2024
7 Reasons Retirement Is Always Uncertain: Jamie HopkinsFor advisors, helping clients navigate retirement is more complex than helping them prepare, he says.
March 22, 2024
Annuity Owners Show What They're Really ThinkingWhat they said about their annuity professionals might shock some regulators.
March 21, 2024
How to Talk to Clients About Fed MovesDave Byrnes, Security Benefit's distribution chief, looks at an opportunity to explain the benefit of diversification.