Economy & Markets
The important economic and stock market news that advisors need to know.
Do You Need $1.5M to Retire? 5 Experts Weigh In on the New Magic Number
By John ManganaroChristine Benz, David Blanchett, Michael Finke, Jamie Hopkins and Marcia Mantell discuss the latest retirement target.
April 01, 2024
How to Find the Right Asset Allocation for Your Retiring ClientTo plan for your client's unique needs, here's what to consider.
April 01, 2024
How Much It Takes to Join the Top 1%, in 17 CountriesThe top country on this list has a threshold more than twice that of the U.S.
April 01, 2024
Crash or Soar? Investors Get Ready for Stock Market ExtremesThe S&P 500 gained 10% in the first quarter, but there's growing concern that an unpriced risk could knock the bull market off its feet.
April 01, 2024
15 States With the Lowest Tax Rates: 2024U.S. households pay often drastically different amounts, and types, of state and local taxes.
March 29, 2024
'Probability of Success' Doesn't Mean What Your Clients Think It MeansThe good news is that "failure" doesn't, either.
March 28, 2024
Debate: With Direct File, Is the IRS Inviting Conflict of Interest?The pilot program offers eligible taxpayers in 12 states a cost-free way to submit their federal returns.
March 28, 2024
10 Trends Shaping Wealth Management in 2024As many investors look beyond prioritizing wealth preservation, wealth managers must get creative, according to Capgemini.