Economy & Markets
The important economic and stock market news that advisors need to know.
15 Best U.S. Colleges: Forbes
By Michael S. FischerResearchers ranked 500 institutions based on return on investment, average student debt levels and outcomes for their graduates.
September 04, 2025
Retirement Balances, 401(k) Millionaire Ranks Hit Record Highs: FidelityThe fund giant noted strong growth for 401(k)s, IRAs and 403(b)s, despite April volatility.
September 04, 2025
12 Safest U.S. Cities: 2025A city's safety, or lack thereof, can have major implications for both residents and investors.
September 03, 2025
Vanguard's President Calls for 60% Bond Portfolios. Advisors Are Skeptical.Heeding this advice could lead to "tremendous wealth erosion," Creative Planning CEO Peter Mallouk says.
September 03, 2025
GOP Wants a Second Big Tax and Spending Bill but Faces HeadwindsAfter the One Big Beautiful Bill Act, there are few incentives left to entice swing-state lawmakers.
September 02, 2025
When You Hear 'I Already Have a Broker'This doesn’t necessarily mean "go away." There are ways to engage without giving them the hard sell.
September 02, 2025
Market Confidence Defies Data as Risks Loom: Bob DollOptimism "flies in the face" of firming inflation data and a positive U.S. output gap, the strategist says.
September 02, 2025
Why Big Firms Are Losing the Hearts and Minds of AdvisorsA shift away from complacency is underway, and it favors advisors aligned with independent RIAs.