Economy & Markets
The important economic and stock market news that advisors need to know.
Trump Gathers SALT-Focused Allies Before Tax Fight
By Nacha CattanSome Republicans in New Jersey, New York and California want to raise the $10,000 deduction cap.
January 06, 2025
8 Funds That Are Cutting Expense Ratios: MorningstarThree funds are from Fidelity, which has kept performance fees despite their losing favor in the investing world.
January 06, 2025
10 Useful Phrases to Get Clients to ActSometimes they need to have an "aha" moment. You can help them get there.
January 03, 2025
Ned Davis Warns It May Cut Exposure to U.S. StocksThe firm’s chief investment strategist is closely monitoring whether its key indicator extends a recent decline.
January 03, 2025
Trump Taps Keis, Schwab for Key Treasury RolesLobbyist Ken Kies will head up tax policy; Samantha Schwab will be deputy chief of staff.
January 02, 2025
The Myth of Cash on the SidelinesNo, there is not a river of cash waiting to flow into stocks as interest rates fall.
January 02, 2025
Mind These Social Security Changes in 2025A meaningful cost-of-living adjustment and a higher cap on taxable wages are both in store.
January 02, 2025
Bob Doll’s 10 Predictions for 2025After an impressive run in 2023 and 2024, can markets keep the party going?