Economy & Markets
The important economic and stock market news that advisors need to know.
10 Value Stocks for Long-Term Investors: Morningstar
By Michael S. FischerThese companies are both well-run and well-priced, according to analysts.
December 09, 2024
4 Options for Passing Down Your FirmWhen transitioning the book from one generation to the next, it's important to balance legacy and liquidity.
December 09, 2024
Trump Says He Has No Plan to Remove Powell as Fed ChairPresident-elect Donald Trump said he doesn't see replacing Jerome Powell, whose term expires in May 2026.
December 09, 2024
Bob Doll Sees Stock Pullback in Early 2025The Crossmark CEO talks to ThinkAdvisor about what to tell clients now and what surprised him most in 2024.
December 06, 2024
Vanguard Shuffling Stock and Bond Allocations in Balanced STAR FundThe offering, comprising actively managed Vanguard funds, will keep a roughly 60-40 mix.
December 06, 2024
The Best Gift You Can Give Your Family May Be in Your Filing CabinetWhat better way to show family, clients and staff you care than having a succession plan in place?
December 06, 2024
These Will Be the 12 Hottest Housing Markets in 2025, Realtors PredictPrices will rise almost 4% as existing for-sale inventory grows 11.7%, according to Realtor.com's forecast.
December 05, 2024
With AI-Driven Personalization, Better Service for More ClientsApplying artificial intelligence smartly boosts advisors' growth while reducing risk and costs, offers fintech expert Rob Pettman.