Economy & Markets
The important economic and stock market news that advisors need to know.
Helping Retirees Dodge the Medicare Income-Based Surcharge
By Robert Bloink, William H. ByrnesYou can alter a clients investments to generate income that is excluded from Medicares income calculation, but the time to plan is now.
October 24, 2014
Top Portfolio Products: First Trust Launches Eurozone ETFMeanwhile, Global X adds two ETFs based on JPMorgan's Efficiente and U.S. Sector Rotator indexes.
October 24, 2014
’Tis the Season for Small-Cap Stocks: Delaware InvestmentsTwo small-cap portfolio managers expect increased M&A activity along with share buybacks, debt reduction and dividend hikes.
October 24, 2014
SEC Responds to Market Volatility by Ramping Up Bond-Fund ExamsSurging market volatility is making regulators increasingly concerned that bond funds have loaded up on hard-to-sell assets.
October 24, 2014
Workers’ Retirement Preparedness Slipping Over Economic WorriesRetirement preparedness has climbed steadily this decade but fallen in the last three quarters, Financial Finesse found.
October 23, 2014
Janus Positioning to Gather Money as Gross Move Reshapes MarketJanus is in conversations with countless institutions and advisors as the firm seeks to grab some of PIMCO's outflows, CEO Richard Weil says.
October 23, 2014
Top 10 Commercial Real Estate TrendsOne big trend: coastal cities are taking a back seat to other real estate markets.
October 21, 2014
Should Investors Take Advantage of Cheap Oil?Low energy prices have many positive ramifications for the economy, forecasts from LPL and Janney Montgomery Scott say.