Economy & Markets
The important economic and stock market news that advisors need to know.
12 Best Tax States for High Earners
By Michael S. FischerHouseholds earning $150,000 a year pay the lowest rates in these states, often due to a lack of income tax.
March 22, 2024
Icebreakers: 17 Questions to Ask Cruise FansLots of people have cruised, and it's a good conversation starter.
March 22, 2024
Bill Gross Laments 'Excessive Exuberance' as Stocks Surge"Buckle up," the former PIMCO exec wrote.
March 22, 2024
7 Reasons Retirement Is Always Uncertain: Jamie HopkinsFor advisors, helping clients navigate retirement is more complex than helping them prepare, he says.
March 22, 2024
Annuity Owners Show What They're Really ThinkingWhat they said about their annuity professionals might shock some regulators.
March 21, 2024
How to Talk to Clients About Fed MovesDave Byrnes, Security Benefit's distribution chief, looks at an opportunity to explain the benefit of diversification.
March 21, 2024
Rob Arnott: On AI, 'Never Short-Sell a Bubble'Investors can avoid the messiness with gains that "average out" of the market, the Research Affiliates head tells ThinkAdvisor.
March 21, 2024
Best & Worst Full-Service Wealth Management Firms Ranked by Investors — J.D. Power, 2024Overall investor satisfaction is up, but affluent millennials are getting antsy, the annual survey found.