Economy & Markets
The important economic and stock market news that advisors need to know.
January 05, 2024
Annuity Issuers Move to Fill Bank Loan GapMore lending tied to small businesses, cars and credit cards could sit inside clients' contracts.
January 05, 2024
Best & Worst Broker-Dealer Stocks: 2023Broker-dealers posted solid gains in a year that saw a banking crisis.
January 04, 2024
Most Americans Pessimistic About Economy: SurveyMarket uncertainty and interest rates could be driving Americans' waning outlook, research from Allianz Life found.
January 04, 2024
Don't Buy Suze Orman's 12% Return Projection, Retirement Experts SayIt's good to consider future market returns, but not all projections are created equal, David Blanchett says.
January 04, 2024
Ed Slott: Expect Higher RMDs in 2024. Here's Why.Warn clients now or they could be in for a shock at year-end, Slott tells ThinkAdvisor.
January 03, 2024
33 Undervalued Stocks for Q1: Morningstar, 2024While the rate of economic growth is projected to slow in 2024, opportunities remain in multiple sectors.
January 03, 2024
Markets Lift a Half-Full Glass to 2024The economy has proved to be resilient, and Fed policy should stabilize. Not so fast on big tech.
January 03, 2024
Which Party in Congress Topped the S&P in 2023?Four lawmakers made triple-digit gains, according to a stock and options data service.
January 02, 2024
Watch These Billionaires in 2024Elon Musk once again became the world's richest person, leading the 500 wealthiest to $1.5 trillion in gains.
January 02, 2024
Protect Your Clients From the Retirement Income Death SpiralThose destined to go broke in retirement tend to do so slowly, at first, then all of a sudden.