Economy & Markets
The important economic and stock market news that advisors need to know.
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.
October 21, 2025
Vanguard Adds $1.4T S&P Funds to Investor Proxy ProgramInvestors in the Vanguard 500 Index Fund are set to be part of the firm’s Investor Choice program in 2026.
October 20, 2025
Mohamed El-Erian: AI Bubble Is RationalGold could hit $5,000 this year, the Wharton School economist also predicted.
October 20, 2025
Morgan Stanley’s Wilson Says Too Early to Give Stocks All-ClearInvestors should stay cautious due to risks tied to trade tensions and slowing earnings revisions, he says.