Economy & Markets
The important economic and stock market news that advisors need to know.
10 Talking Points for Clients Who Think 'Bonds Are Boring'
By Bryce SandersHere are some helpful conversation starters to get clients to follow your advice on asset allocation.
March 28, 2022
Goldman, JPMorgan Strategists Say Equities Can Weather Bond RoutA growing number of money managers are betting equity indexes have already largely priced in bearish bond moves.
March 28, 2022
8 Top Tips for Advisors, Investors in 2022: NuveenThe last decade has been favorable for a 60/40 portfolio but current valuations have never been worse, it says.
March 28, 2022
Biden Adds New Tax on Wealthy to $5.8T BudgetThe plan calls for a minimum 20% tax rate on income, unrealized capital gains of those worth $100 million as part of $2.5 trillion in tax hikes.
March 28, 2022
Top 10 ETF Trends of 2022400 fund managers, institutional investors and advisors share their current concerns, including ETF performance and fees.
March 25, 2022
Bernie Sanders Floats 95% Corporate Tax Targeting JPMorgan, ChevronThe higher tax rate would target corporate earnings that are above pre-pandemic levels.
March 25, 2022
Morgan Stanley Assumes 155,000 Q1 U.S. COVID-19 Deaths in Earnings ForecastThat would be up from 129,000 in the fourth quarter of 2021.
March 25, 2022
Peter Mallouk: High Inflation 'Favors Wealthy,' 'Is Very Bad for America'The Creative Planning CEO also explains how advisors can help retired clients making less than $300,000 a year today.