Economy & Markets
The important economic and stock market news that advisors need to know.
Estate and Inheritance Taxes in 17 States: 2026
By Michael S. FischerSome clients with assets far below the federal threshold need to plan for these levies, according to the Tax Foundation.
October 14, 2026
Social Security COLA Set at 3.6% for 2027The boost will not be enough to stave off retirees' higher costs, advocacy groups say.
October 12, 2026
Siegel Raises Long-Term Stock Return PredictionHis new range falls below the historical trend.
October 12, 2026
33 Cheap Stocks to Buy in Q4: Morningstar"We think the U.S. stock market is entering an especially risky environment," strategist David Sekera writes.
October 12, 2026
7 Market and Investing Insights From Peter MalloukThe Creative Planning CEO regularly shares his advice on X.
October 09, 2026
North American Family Offices Feel Upbeat: ReportThey are raising their expectations, even as they navigate wealth transfers, rapid wealth creation and a tech transformation.
October 09, 2026
MassMutual Offers Flourish Cash Through Its Financial ProsIts 6,000 financial professionals can help clients access a high-yield interest rate on held-away cash.
October 08, 2026
Smaller RIAs and the New Price of IndependenceFidelity requiring a $100 million AUM level for new and legacy relationships threatens to disrupt advisors' operating strategies.