Economy & Markets
The important economic and stock market news that advisors need to know.
Schwab Warns of Margin Calls as Concerns Over Tax Bets Mount
By Justina LeeThe brokerage will issue a margin call and contact the advisor if any of their accounts exceed the new thresholds.
June 18, 2026
SpaceX IPO Among 5 Busiest Trading Days in Schwab HistoryThe offering drew demand from retail investors across demographics, and the firm got some 140,000 client calls about it, said CEO Rick Wurster.
June 18, 2026
7 Best Under-the-Radar Funds: MorningstarThese mutual funds and ETFs are among the high-rated offerings beyond the biggest fund families, according to Susan Dziubinski.
June 18, 2026
Yardeni Says Fed May Hike if Serious About 2% Inflation TargetBut the strategist also notes that falling gas prices may help new Federal Reserve Chair Kevin Warsh get "lucky" and avoid any action.
June 17, 2026
Advisors Wary of SEC's Plan to Allow Semiannual Corporate Earnings ReportsQuarterly reporting helps inform clients, but it also encourages public companies to focus on the short term.
June 17, 2026
Fed Holds Rates Steady With Officials Split Over Hikes This YearAfter Kevin Warsh's first FOMC meeting as chair, officials said inflation remained elevated and vowed to deliver price stability.
June 17, 2026
Average Retirement Plan Savings for 6 Age Groups: VanguardThe investment giant collected data on some 5 million American workers.
June 16, 2026
FIRE May Be Hot, but Some Advisors Are ColdWhile the Financial Independence, Retire Early movement isn't new, it's gained plenty of traction in the past few years.