Economy & Markets
The important economic and stock market news that advisors need to know.
Fed Should Announce Taper Plans Soon: J.P. Morgan's Kelly
By Bernice NapachThe chief global strategist at J.P. Morgan Asset Management says price data suggest inflation increases "may not be transitory."
July 07, 2021
4 Reasons to Rethink Adding Bitcoin to a 60/40 PortfolioEven a small amount of Bitcoin can have an outsize effect on a retirement portfolio, a Morningstar analyst warns.
July 06, 2021
Finances of Gen Xers, Millennials Hit Hardest by Pandemic: StudyYounger generations reported more negative financial fallout than older ones in a Society of Actuaries survey.
July 06, 2021
Where the Wealthiest Made, Lost Money in 2020Excluding billionaires, researchers found that only two of the five primary industry groups recorded an increased in related wealth.
July 06, 2021
'If I Can Trade for Free, Why Do I Need You?'Of course investors still need a good advisor! Here are some reminders for the skeptics.
July 02, 2021
Top 10 Countries for the Ultra-Wealthy: 2021These countries have the most people with $30 million or more in net worth.
July 01, 2021
Most Americans Hesitate to Discuss Retirement Concerns With AdvisorsThese Americans would welcome such a conversation despite their initial reluctance, an Allianz Life survey has found.
June 30, 2021
4 Biggest Lessons Investors Learned From the PandemicA Natixis survey found a disconnect between investors' outsize expectations and their financial fears.