Economy & Markets
The important economic and stock market news that advisors need to know.
Four Flexible 4% Rule Alternatives for 'Safe' Retirement Income
By John ManganaroHere are some strategies for turning a withdrawal guideline into an actual spending plan, according to Morningstar researchers.
November 27, 2023
Bob Doll: 7 Expectations for Markets, EconomyThe road ahead for investors is laden with risks, the longtime prognosticator warns.
November 22, 2023
15 Richest Americans in Sports: ForbesWhile playing pro sports can be lucrative, the big money is in franchise ownership.
November 22, 2023
RMDs, Venmo Reporting and Other Tax Issues to Watch Now: Jeff LevineThe coming year or two will undoubtedly be a "tax crunch time," warns the self-professed "planning nerd."
November 21, 2023
Here's How Much Money People Think They Need to Be Happy: SurveyPeople with a detailed financial plan reported higher levels of money-related happiness.
November 21, 2023
BofA Sees S&P 500 Hitting Record 5,000The index is up 18% so far this year as confidence has risen that the Federal Reserve will soon stop its rate hikes.
November 21, 2023
How the Ramsey vs. 'Supernerds' 4% Spat Helps RetireesThe heated debate about "safe" spending in retirement shows how tough the process really is.
November 21, 2023
Fidelity International CEO Unexpectedly Steps DownFidelity International assets almost doubled during Anne Richards' tenure to $714.3 billion as of Sept. 30.