Economy & Markets
The important economic and stock market news that advisors need to know.
8 Funds That Are Cutting Expense Ratios: Morningstar
By Michael S. FischerThree funds are from Fidelity, which has kept performance fees despite their losing favor in the investing world.
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?
January 02, 2025
10 Places for a Cheap, Comfortable Retirement AbroadRetirees can live well in many of these regions for less than $2,000 a month, International Living reports.
January 02, 2025
How $10K Fared in 2024 Across a Range of Standout InvestmentsThe U.S. saw a surge of 67% in an index tracking the Magnificent Seven megacap tech firms.
December 31, 2024
How Women's Philanthropy Has Evolved Over 20 YearsThe pandemic presented new challenges for women and the nonprofit organizations they support, the Women’s Philanthropy Institute found.