Economy & Markets
The important economic and stock market news that advisors need to know.
Senate Begins Work on Giant Tax Bill
By Erik Wasson, Steven T. Dennis and Ari NatterHere's how the House and Senate differ on SALT deductions, estate taxes and business tax cuts.
May 30, 2025
The End of the Easy Stock Bet Has Been Good to ContrariansThe GMO International Developed Equity Allocation Fund, for instance, is up about 20% this year.
May 30, 2025
Jamie Dimon: Crack in the Bond Market Is ‘Going to Happen’The government and Fed “massively overdid” spending and quantitative easing, the JPMorgan CEO says.
May 30, 2025
3 Keys to Taking Advantage of 529sNot just college savings vehicles, the accounts have evolved, enhancing their long-term planning value.
May 29, 2025
Best Retail Banks for Advice Seekers: J.D. Power, 2025Amid economic headwinds, there's growing interest in receiving guidance from primary financial institutions, a new study finds.
May 29, 2025
10 Ways to Do 'Drip Marketing' Without Being AnnoyingIt's easy to get this strategy wrong. Done right, it can be informative and entertaining — and it works.
May 29, 2025
Baby Boomers Might Be Fragile, Economist WarnsNicholas Reynolds says people born after 1947 have lower earnings and higher mortality than their elders.
May 29, 2025
Goldman, Morgan Stanley: Trump Can Deploy Other Tariff ToolsFor now, though, the White House is signaling it’s not planning to proceed with other tools.