Economy & Markets
The important economic and stock market news that advisors need to know.
Vanguard to Launch Active Short-Term Bond ETF
By Dinah Wisenberg BrinVanguard plans to debut the Short Duration Bond ETF, designed to offer income and lower volatility, in April.
January 09, 2025
10 Cheap Stocks With Reliable Dividends: Morningstar, 2025Investors chasing yield and ignoring reliability are at risk of falling into "dividend traps," analyst Dan Lefkovitz says.
January 08, 2025
BofA Forms Specialist UHNW GroupThe roughly 25 specialists will help Merrill advisors with loans, estate planning and investment management.
January 08, 2025
Trump Gathers SALT-Focused Allies Before Tax FightSome Republicans in New Jersey, New York and California want to raise the $10,000 deduction cap.
January 07, 2025
Americans Head Into 2025 With Financial Confidence: SurveyYet 43% say they less financially secure than at the end of 2023, New York Life finds.
January 06, 2025
Jeremy Siegel: 'Brace for a Challenging Path in 2025'Economic resilience endures amid policy uncertainties and high valuations, the economist notes.
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.