Economy & Markets
The important economic and stock market news that advisors need to know.
10 Trends Shaping Wealth Management in 2024
By Michael S. FischerAs many investors look beyond prioritizing wealth preservation, wealth managers must get creative, according to Capgemini.
March 27, 2024
10 Keys to Boosting Retirement Portfolios in a Surging Market: Advisors' AdviceAdvisors told us how they're positioning assets and ajdusting risk levels for clients in or near retirement.
March 27, 2024
12 New Findings on How Clients Want to CommunicateClients want to hear from you more, and those who don't are more likely to leave, YCharts finds.
March 27, 2024
Tax the Rich Is Actually a Popular Bipartisan Stance, Poll ShowsMajorities of voters in seven swing states say they favor raising taxes on those earning more than $400,000.
March 26, 2024
Gary Shilling: 5 Strategies for Investors NowShilling sees ongoing recessionary signals despite market hopes for a soft landing.
March 26, 2024
6 Predictions for Stocks, Inflation, Economy in 2024With stock valuations high and inflation staying sticky, here's what investment firms and strategists are expecting.
March 25, 2024
Suze Orman: 'Smart People Don't Pass Up Free Money'SecureSave co-founders Orman and Devin Miller, its CEO, say even the wealthy should have workplace emergency savings accounts.
March 25, 2024
12 Best Tax States for High EarnersHouseholds earning $150,000 a year pay the lowest rates in these states, often due to a lack of income tax.