Economy & Markets
The important economic and stock market news that advisors need to know.
Here's Some Good News About RMDs in 2023: Christine Benz
By John ManganaroOne benefit of 2022's difficult markets is lower RMDs for many retirees, Morningstar's personal finance director says.
October 05, 2023
Gary Shilling Sticks to Risk-Off Mode"Reliable recessions harbingers are numerous," the economist wrote.
October 05, 2023
33 Undervalued Stocks for Q4: Morningstar"The market is now back to trading at an attractive discount," David Sekera says.
October 04, 2023
Big Returns from the 'Magnificent 7' Complicate Year-End Tax PlanningThough markets have performed better this year than last, excess returns have been concentrated among some big names.
October 04, 2023
Bob Rodriguez: Stock Market 'Delusional'; Hard Landing AheadFirst Pacific Advisors' former CEO tells ThinkAdvisor where he's investing as he predicts a brutal downturn.
October 04, 2023
Bill Gross Says Stocks Are 'Clearly Overvalued'The PIMCO co-founder says neither bonds nor equities are attractive, even after the recent selloffs, since lower rates are nowhere in sight.
October 03, 2023
Robo Portfolios Vary Widely for Same Client Profile: MorningstarSome robo-advisors, however, suggested identical allocations for two hypothetical clients with different goals and timelines.
September 28, 2023
Americans' 4 Biggest Retirement Investing Worries Now: SurveyFailure to address the top worry on this list could get you fired, Allianz Life warns.