Economy & Markets
The important economic and stock market news that advisors need to know.
Social Security Claiming Baffles Even Sophisticated Clients. Here's What Advisors Can Do.
By John ManganaroThe near-record COLA is sparking discussion among advisors and clients, says Mike Lynch of Hartford Funds.
November 28, 2022
9 Steps to Prepare Your Clients for Possible Job LossAs layoffs make headlines, act now to ensure that your clients are financially secure if they become unemployed.
November 23, 2022
Investors Cutting Back to Pay for Essentials: StudyA quarter of respondents with money in stocks said they were investing less to free up cash.
November 23, 2022
In Down Markets, Leave Your Investments Alone: Louis HarveyBorrow from future cash needs instead, the head of Dalbar tells ThinkAdvisor.
November 23, 2022
Family Offices Flourished in 2021: StudyResearch found that North American family offices outperformed their global peers with an average portfolio return of 15%.
November 23, 2022
14 Ways to Make a Good Impression at Holiday PartiesBeing the ideal party guest can lead to more future invitations from wealthy friends and clients.
November 23, 2022
8 Market and Economic Predictions for 2023Some market strategists expect a better year ahead, while others predict a recession.
November 23, 2022
10 Reasons for Advisors and Clients to Be ThankfulAs bad as this year may have been, it's not hard to find at least a few reasons to give thanks.