Economy & Markets
The important economic and stock market news that advisors need to know.
Quiz: How Much Do You Know About the Wash Sale Rule?
By Dinah Wisenberg BrinAs year end approaches and clients explore tax-loss harvesting, consider reminding them about this risk.
October 16, 2025
Schwab's Sonders: Tariff Turmoil Isn't OverIt's a good time for investors in low-quality small-cap stocks to take profits, the strategist says.
October 16, 2025
15 Most Expensive Cities for High-End Lifestyles: 2025Julius Baer research reflects the effects of a global trade war, geopolitical tensions and slowing consumer spending.
October 16, 2025
Most Retirees Want to Front-Load Their SpendingThat means the constant real spending assumed by the 4% rule isn't what the majority of retirees prefer.
October 16, 2025
New Bill Would Stop Lawmaker Pay During ShutdownsThe No Budget, No Pay Act prevents Congress from being paid unless it passes a budget and appropriations bills.
October 15, 2025
Mohamed El-Erian Surprised by Nature of Gold's SurgeThe precious metal's climb would typically attract short-term speculation, the economist noted.
October 15, 2025
Jay Shah, Edelman Financial Engines CEO, Steps DownRalph Haberli, who serves as the firm's president, is taking over as the acting leader.
October 13, 2025
Bob Doll Checks In on His 10 Predictions for 2025With less than a quarter to go, only three appear to be on track, the Crossmark CEO finds.