Economy & Markets
The important economic and stock market news that advisors need to know.
12 States Where Clients Are Most at Risk of Identity Theft
By Michael S. FischerTax-related identity theft reports have soared 45% since before the pandemic, according to a financial services provider and FTC data.
March 24, 2022
Size Does Matter: Why Morningstar Downgraded Fidelity ContrafundThe fund may have gotten too many assets and too focused on mega-stocks, which has affected performance.
March 24, 2022
Why Social Security Claiming Really Counts for Wealthy ClientsStrategic claiming can produce $100,000 for income or legacy goals — easily earning advisors "investment alpha."
March 23, 2022
Is 'Unretirement' the Answer to the Labor Shortage?Some research shows that year-over-year return rates of retirees going back to work is under 5% of those over age 62.
March 23, 2022
10 Ways to Help Prospects Who Want IncomeThey have questions about your advisory firm. What are the income-producing investment choices you can offer them?
March 23, 2022
Jeremy Grantham: War in Ukraine Means 'Risk Profile for Everybody Has Gone Up'"We have to be prepared for anything. The war bodes very badly for global growth and global trade, and for price increases," he says.
March 22, 2022
11 'Downright Ugly' Retirement Statistics: FidelityMany Americans are worried about the financial ground they've lost on retirement planning during the pandemic.
March 22, 2022
How to Safely Cash In on Your Home Equity WindfallIs it safe to use your home as an ATM, especially as fears of a recession loom? And, if so, what steps should you take?