Economy & Markets
The important economic and stock market news that advisors need to know.
Competition Among Alternative Asset Classes Stiffens, EY Reports
By Michael S. FischerAlternative fund managers adapt well to the new COVID-19 reality.
November 12, 2020
Wells Fargo Explores Selling Private-Label Card UnitThe bank also is mulling sales of a $607 billion asset manager, corporate-trust unit and $10 billion student-loan portfolio.
November 12, 2020
World Economy on Verge of Taking 1 of 4 Paths: Swiss ReEach scenario will impact life and non-life insurance premiums by rising 3% to falling 4%.
November 11, 2020
6 Reasons Biden Is Stepping Into a Dream Economic ScenarioThe current economic cycle is in no way like that of January 2009. Instead, the economy is poised for a rapid rebound.
November 10, 2020
Quiz: Do You Know These Investment Tax Facts?Test your knowledge on the tax treatment of stocks and bonds.
November 10, 2020
Jeremy Siegel: Christmas Is Coming Early for the Stock MarketThe Wharton professor tells ThinkAdvisor his predictions for the new political landscape and when he thinks COVID will be gone.
November 10, 2020
JPMorgan: The 60/40 Portfolio Is Done; Here's Where to Seek Returns Now"We need to recognize that a 60/40-only portfolio will really struggle in the current environment," strategist John Bilton says.
November 10, 2020
How to Help Newly Retired Clients Avoid Medicare Sticker ShockWith some planning, advisors can help clients reduce Medicare Part B premiums, which are based on a 2-year lookback.