Economy & Markets
The important economic and stock market news that advisors need to know.
January 24, 2024
Quiz: How Well Do You Know Annuities?These retirement income vehicles offer various pros and cons, and many can be tailored to a client's needs.
January 24, 2024
Getting Clients to Buy Into the Return to NormalcyAdvisors can help cash hoarders and pessimists see the potential benefits of investing in the market.
January 24, 2024
60/40 Portfolio 'Was Never Dead': Vanguard ResearcherThe foundational allocation roared back last year after a rough 2022, said Fran Kinniry.
January 23, 2024
Debate: Would This HSA Expansion Bill Help Taxpayers?Legislation would increase contribution limits while also allowing employers to fund individual accounts in lieu of offering coverage.
January 23, 2024
How Racial Disparities Hurt Retirement for All: SSA OfficialKilolo Kijakazi discusses how disparities in employment and retirement plan access for women and minorities have ripple effects.
January 23, 2024
12 Best States for Retirement: 2024WalletHub ranked the states on affordablility, health care and quality of life for retirees.
January 22, 2024
Jeremy Siegel: Stocks Can Thrive Even With Fewer Rate CutsThe market rally should broaden this year but sentiment continues to favor big tech stocks, the economist said.
January 22, 2024
Morgan Stanley Pays Gorman $37M for Final Year as CEOThree-fourths of Gorman's bonus will be paid in deferred stock over three years. He also received a cash bonus of just under $9 million.
January 22, 2024
10 Useful Phrases to Explain Market VolatilityThese jargon-free explanations could help create "aha" moments for baffled clients.
January 22, 2024
S&P 500 Rises as Stocks Build on Record HighThe index extended its advance above 4,800 early Monday, led by gains in big tech.