Economy & Markets
The important economic and stock market news that advisors need to know.
Wealth Alone Does Not Make a Retirement Plan
By Rhonda S. FeketeMany clients appear ready for retirement by every financial measure, yet they hesitate to take the leap. Why?
January 20, 2026
What Does Greenland Invasion Talk Mean for Annuity Advisors? Here Are 5 IdeasThe extra volatility that scares shareholders could have mixed effects on insured income products.
January 20, 2026
Wall Street Has Worst Session Since April Meltdown"This is 'Sell America' again within a much broader global risk off," said Krishna Guha at Evercore.
January 20, 2026
Jeremy Grantham: 'Slim to None' Chance AI Bubble Won't BurstBubbles form around brilliant ideas, says the strategist and GMO co-founder.
January 20, 2026
Wells Fargo to Move Wealth Headquarters to West Palm BeachThe new office means the unit’s leaders can be closer to their largest clients, said wealth chief Barry Sommers.
January 20, 2026
Trump Blasts Dimon, Threatens to Sue JPMorgan Over DebankingThe president alleged last year that the bank had asked him to close some accounts due to the Capitol attack of Jan. 6, 2021.
January 16, 2026
To Prepare Next-Gen Wealth Holders, Remember the Three C'sFamilies of significant means recognize that each generation must build three core capacities.
January 16, 2026
Millionaire Tax in Rhode Island Gets Governor's SupportDan McKee wants to raise the state levy on incomes over $1 million to 8.99%, an increase of three percentage points.