Economy & Markets
The important economic and stock market news that advisors need to know.
5 Reasons to Consider Series I Savings Bonds Now: Jeff Levine
By Jeff BermanHigher inflation has made the "rarely used" Federal Series I Savings Bond much more appealing to investors, the tax expert says.
December 13, 2021
What Retirement Savers Worry About MostAn Allianz Life survey finds that, while there's still plenty to worry about, fewer respondents say they'd seek financial advice.
December 13, 2021
Foundation for Financial Planning Sets $5M Fundraising Goal for Pro Bono ProgramsFFP develops and funds programs that connect certified financial planners to those who need help.
December 13, 2021
Goldman, Morgan Stanley Say Any Drop in Stocks Likely to Be SmallCurrent index levels, they said, indicate low single-digit returns over 12 months with a maximum drop between 5 and 10%.
December 10, 2021
How a Top Raymond James Wealth Exec Gives Back, UnwindsPrivate Client Group President Scott Curtis tells ThinkAdvisor about his charitable activities and which market indicators he's watching.
December 10, 2021
Americans Optimistic About 2022, Despite Inflation Concerns: FidelitySurvey respondents reported success with financial goal setting in 2021 and a desire to continue.
December 10, 2021
Wealthy Millennials Embrace Both DIY Platforms and Professional Advice: SurveyHigh-net-worth millennials are hiring financial advisors at a higher rate than older investors, Wealthramp found.
December 09, 2021
Business Owners More Confident About Retirement: TD Wealth SurveyNinety-five percent of mass affluent business owners are upbeat about their financial plans vs. 82% a year ago.