Economy & Markets
The important economic and stock market news that advisors need to know.
Self-Directed Retirement Account Balances Rose on Stock Rally: Schwab
By Michael S. FischerAdvised accounts had more assets and more balanced allocations than non-advised accounts.
September 04, 2024
12 Best Cities for Retirement: 2024The personal finance website ranked 182 cities based on affordability, activities, quality of life and health care.
September 03, 2024
S&P 500 Sees Biggest Slide Since August MeltdownThe S&P 500 dropped 1.6%, with the gauge drifting down toward 5,550. The Nasdaq 100 slid 2.5%.
September 03, 2024
Fast-Growing Firms Do These Things Well: StudyMany RIAs are focused on moving upmarket, but a new survey warns that might be a mistake.
September 03, 2024
New Ways to Help Clients Move Beyond the 60/40 PortfolioOptions-based, structured outcome strategies that precisely manage risk are stirring advisors' attention.
August 30, 2024
Retirement Looks Precarious for Most in Middle Class: StudyOnly a quarter of Americans earning $50,000 to $199,000 strongly agreed that they were on track to save enough.
August 30, 2024
12 Hardest-Working States in America: 2024In honor of the holiday, Wallethub analyzed the state of labor, including hours worked and unused vacation days.
August 29, 2024
Housing Wealth Puts Millennials Closer to Retirement ReadinessEarlier generational shortfalls have closed thanks to a big jump in the value of their homes.