Economy & Markets
The important economic and stock market news that advisors need to know.
Derivatives Collateral Calls Could Affect Life and Annuity Issuers: Moody's
By Allison BellWhen rates rise, companies may have to feed cash into hedging programs.
March 15, 2023
13 Fresh Stock Picks for Long-Term Investors: MorningstarAnalysts have recently upgraded their fair value estimates for these stocks, putting them all solidly into undervalued territory.
March 15, 2023
Credit Suisse Ignites Global Market Rout as Banking Fears ReturnGlobal investors are still on edge after the rapid-fire collapse of three regional U.S. banks.
March 15, 2023
Invesco, Franklin Among Firms That Added SVB Before CollapseBlackRock was also among the top 10 buyers of the bank's shares since September, according to Bloomberg data.
March 14, 2023
3 Ways to Help Clients Create Tax-Efficient PortfoliosThe potential generation of tax savings over the long term can elevate the advisor-client relationship.
March 14, 2023
Schwab Rebounds as CEO Bettinger Says He Bought 50,000 SharesSchwab, like SVB, has a large investment securities portfolio and is sitting on sizeable paper losses in its held-to-maturity books.
March 14, 2023
Stocks Gains Trimmed on Market Jitters, Bonds FallFirst Republic Bank was up about 25% Tuesday, despite earning a Creditwatch negative rating from S&P Global.
March 14, 2023
Siegel, Sonnenfeld: Fed 'Shrapnel' Killed Silicon Valley BankTightening monetary policy further now "is a surefire recipe for disaster," the Wharton and Yale professors write.