Economy & Markets
The important economic and stock market news that advisors need to know.
April 18, 2024
Debate: Should Short-Term Health Policies Be Limited to 4 Months?Final regulations shortened the time limit on these plans, which are exempt from some ACA rules.
April 18, 2024
Vermont Partners With Colorado to Launch Its Auto-IRA ProgramThe agreement will put the state on track to roll out VT Saves by the end of 2024.
April 17, 2024
Trump Pushed to Embrace 17% Income Tax for AllDonald Trump is under pressure to embrace a flat tax rate and hold the line on the state and local tax deduction.
April 17, 2024
The Ten Commandments of Prospecting in 2024I say unto thee: The advisor who prospects well shall inherit the earth.
April 17, 2024
S&P 500 Suffers Its Longest Slide Since JanuaryThe market may bee watching for profits to bottom in the first quarter sequentially recovering in the second quarter.
April 17, 2024
These 10 Industries Offer the Best-Performing 401(k) PlansTough markets in 2022 caused average balances to fall across industries, but some sectors managed to outperform significantly.
April 17, 2024
Health Care and Retirement Expenses Stress American Women: SurveyPoll participants expressed strong support for federal policy solutions that could help with these issues.
April 17, 2024
Happy 60th Birthday. Time to Reduce Future RMDs.Traditional retirement accounts are "unlocked" at age 59.5, opening a window to act before RMDs start at 73.
April 17, 2024
Here's What the Future of Investing Looks LikeThe Massachusetts Investors Trust turns 100 this year, and QQQ turns 25. Both tell us about what's coming.
April 17, 2024
Supreme Court Case Could Upend a Key Succession StrategyThe case involves a life insurance strategy intended to keep remaining shareholders in control after a key shareholder's death.