Economy & Markets
The important economic and stock market news that advisors need to know.
What to Expect at Schwab Impact 2025
By Dinah Wisenberg BrinThe Nov. 4-6 gathering is expected to bring 4,700 attendees to hear forecasts, trends and some country music.
October 23, 2025
Who Works With Advisors? 7 New StatsFinancial professionals are the most trusted source of financial information, a new survey finds.
October 22, 2025
Carson's Detrick: Bull Market Could Run Years LongerThe market strategist said he was confident of a "good-sized" rally in the fourth quarter.
October 22, 2025
16 Ways to Balance an S&P 500-Heavy Portfolio: Advisors' AdviceTen stocks in the index comprise 40% of its market cap. What's an advisor to do?
October 21, 2025
Are Your Clients 'Soft Switching' to a New Investment Account?Investment, banking and credit card customers are quietly moving their primary accounts to other institutions, J.D. Power finds.
October 21, 2025
Stay in Stocks, Jeremy Siegel SaysThe economist expects the bull market to endure, with investors shifting assets.
October 21, 2025
Millionaire Tax That Inspired Mamdani Fuels $5.7B Haul in MassachusettsThe levy has infuriated business leaders who complain it makes the state less competitive and drives away the wealthy.