Economy & Markets
The important economic and stock market news that advisors need to know.
UBS Set to Settle Credit Suisse Tax Case: WSJ Reports
By Noele IllienThe deal over tax evasion could come as early as this week, according to the paper.
January 08, 2025
Trump Gathers SALT-Focused Allies Before Tax FightSome Republicans in New Jersey, New York and California want to raise the $10,000 deduction cap.
January 07, 2025
Americans Head Into 2025 With Financial Confidence: SurveyYet 43% say they less financially secure than at the end of 2023, New York Life finds.
January 06, 2025
Jeremy Siegel: 'Brace for a Challenging Path in 2025'Economic resilience endures amid policy uncertainties and high valuations, the economist notes.
January 06, 2025
8 Funds That Are Cutting Expense Ratios: MorningstarThree funds are from Fidelity, which has kept performance fees despite their losing favor in the investing world.
January 06, 2025
10 Useful Phrases to Get Clients to ActSometimes they need to have an "aha" moment. You can help them get there.
January 03, 2025
Ned Davis Warns It May Cut Exposure to U.S. StocksThe firm’s chief investment strategist is closely monitoring whether its key indicator extends a recent decline.
January 03, 2025
Trump Taps Keis, Schwab for Key Treasury RolesLobbyist Ken Kies will head up tax policy; Samantha Schwab will be deputy chief of staff.