Economy & Markets
The important economic and stock market news that advisors need to know.
Gundlach: 6 Warning Signs for the Economy
By Dinah Wisenberg BrinThe DoubleLine Capital CEO sees a number of recessionary signals.
March 12, 2024
6 Ways for RIAs to Win Next-Gen AdvisorsKate Healy and Caleb Brown shared tips on how to develop, and keep, up-and-coming talent.
March 12, 2024
Larry Swedroe: 10 Big Risks Threatening Markets NowActive investing is a "loser's game," says the popular author and researcher, who has a large holding in alternative investments.
March 12, 2024
10 Stocks Worth More After Q4 Earnings: MorningstarThe average fair-value estimate increase was 2.07% through February, the biggest average increase since 2021.
March 12, 2024
IRS Launches Direct FileThe Treasury Department estimates that one-third of federal tax returns could be prepared using the pilot program.
March 12, 2024
FINRA Suspends Ex-Rep Over Reg BI ViolationsThree clients experienced excessive and unsuitable trades that were not in their best interest, FINRA said.
March 12, 2024
Social Security 2025 COLA Estimate Jumps to 2.4%Higher-than-expected inflation in February has pushed the 2025 Social Security COLA projection up meaningfully.
March 11, 2024
12 Tax Changes in Biden's Second-Term AgendaBiden is seeking higher levies on investors and large businesses, while preserving some of his rival's cuts.