Economy & Markets
The important economic and stock market news that advisors need to know.
Does the ‘Plain Vanilla’ 60/40 Portfolio Really Need More Flavor?
By Dinah Wisenberg BrinA U.S. stock/bond mix has outperformed more diversified blends, but some advisors prefer to spice it up.
May 06, 2025
Tax Reform Bill Close to Stalling: ValliereHouse opposition will push the timetable for passage well into summer, says the AGF Investments strategist.
May 06, 2025
World's 15 Richest Women: Forbes, 2025About 13% of the planet's billionaires are female, the magazine reports.
May 06, 2025
CEOs Celebrate Buffett as He Ends His 5,500,000% RunBofA's Moynihan and JPMorgan's Dimon are among those who've said they learned a lot from him.
May 05, 2025
Vanguard's New AI Tool Helps Advisors Write Custom Market Notes for ClientsThe tool creates summaries of the firm's insights that can be tailored to clients' financial acumen and life stage.
May 03, 2025
Warren Buffett to Step Down Following Six-Decade Run Atop BerkshireBuffett, 94, plans to step down at year end.
May 02, 2025
Annuity Issuers' Ordinary Bonds Are Hard to Trade, Apollo's CEO WarnsThe private credit market is not the only fixed income market that looks thick to Marc Rowan.
May 02, 2025
Peter Mallouk: Market Priced For Return to 'Goldilocks World'"You should not be hoarding cash," the Creative Planning CEO says.