Economy & Markets
The important economic and stock market news that advisors need to know.
CFPB Releases Social Security Claiming Tool
By Melanie WaddellMost retirees make Social Security claiming decisions based on "limited and incorrect information," and many take benefits too soon, CFPB says.
November 11, 2015
The new "gig" deal for financial repsFreelancers and contract workers are more likely than ever to end up on your list of clients and prospects.
November 10, 2015
About That Roth Conversion Cure: Watch the Side EffectClients may understand the tax benefits of a Roth conversion, but not how the resulting higher income can lead to an increase in Medicare premiums.
November 10, 2015
10 Most Tax-Friendly States for RetirementMaking retirement savings last may be easier in these 10 tax-friendly states, according to Kiplinger.
November 10, 2015
Thiam sees threat of ‘traumatic’ event as rate hike loomsIts quite likely that interest rates will rise and there will be impacts in the real economy, the real world," said Credit Suisse CEO Tidjane Thiam.
November 10, 2015
Thiam sees threat of ‘traumatic’ event as rate hike loomsIts quite likely that interest rates will rise and there will be impacts in the real economy, the real world," said Credit Suisse CEO Tidjane Thiam.
November 09, 2015
Too small to worry eclipses too big to failForget about the too-big-to-fail banks; investors have fallen in love with their too-small-to-worry-about cousins.
November 09, 2015
PIMCO Says Gross Lawsuit Is ‘Reputational Warfare’The fixed-income gurus former firm moves to get a suit he brought thrown out of court in California.