Economy & Markets
The important economic and stock market news that advisors need to know.
To Meet SEC's N-Port Rule, Overbond Marks Bond Prices, Liquidity Levels
By James J. GreenOverbond's COBI platform uses deep data to monitor and report funds' fixed income holdings.
January 29, 2019
8 Phone Calls to Make During Market UncertaintyClients want to see that you're acting, not reacting.
January 29, 2019
Best & Worst Cities for Student Loan RepaymentMost of the areas with the highest delinquency rates are in the South; those with the lowest are in the West and Northeast.
January 29, 2019
Fixed Income Is Big Gainer as Investors Seek Safety: CerulliCerulli's look at investment flows for 2018 shows some duck-and-cover into fixed income for 2019.
January 29, 2019
SEC Hires Kimmel to Oversee CAT ImplementationShe will coordinate the SEC's oversight of the self-regulatory organizations' creation and implementation of the Consolidated Audit Trail.
January 28, 2019
Client Outlook for the Stock Market Shifts to Bearish: SchwabThe proportion of Schwab clients who think it's a "good time to invest" declined to the lowest level since 2015.
January 28, 2019
CBO Forecasts a Slowing US Economy and Rising Budget DeficitGDP will slow every year through at least 2021 while the budget deficit rises, eventually topping $1 trillion in 2022.
January 28, 2019
GMO's Inker: Bullish on Medium Term, but Big Threats Loom"We're finding lots of stuff worth buying" despite concerns about the economy, Ben Inker tells ThinkAdvisor.