Economy & Markets
The important economic and stock market news that advisors need to know.
Bond ETFs Show Up (Occasionally) on Annuity Issuer Asset Lists
By Allison BellAnnuities are hot. Bonds are hot. ETFs are hot. How do you pair them?
January 28, 2026
Shutdown Threatens to Hit IRS as Trump Touts Massive Tax RefundsIts annual funding runs out after midnight Friday, when employees would be furloughed or required to work without pay.
January 28, 2026
Mamdani Pushes for Tax Hikes on Wealthy New Yorkers to Fill Budget GapThe new mayor campaigned on raising income tax rates by 2 percentage points on those earning over $1 million a year.
January 27, 2026
Billionaire Tom Steyer Says He'd Vote for California Wealth TaxThe candidate for governor said he'd vote for the one-time 5% tax on billionaire wealth if it reaches the November ballot.
January 27, 2026
Fidelity Contrafund Legend Danoff to Retire After 10,500% RunHe was mentored by storied Fidelity stock-picker Peter Lynch, after joining Fidelity in 1986.
January 26, 2026
5 New Annuity Updates With Something SpecialThese contracts offer new ideas for adding a little spark to a cold, gray winter day.
January 26, 2026
Jeremy Siegel: Markets, Economy on 'Firmly Positive' Trajectory"Growth is strong, productivity is improving, inflation is contained, and markets are broadening," the economist writes.
January 26, 2026
Where Ace Stock Picker John Buckingham Is Investing for 2026 and BeyondThe longtime Al Frank Fund manager sees bargains galore in the stock market this year, he tells ThinkAdvisor.