Economy & Markets
The important economic and stock market news that advisors need to know.
October 25, 2024
Vanguard: The 60/40 Portfolio Is BackThe allocation, diversified globally, has rallied from a rough downturn in 2022.
October 23, 2024
Advisors Encourage Clients to Create Estate Plans, but Many Don't Have OneA quarter of advisors not affiliated with Trust & Will have no estate plan, a survey finds.
October 23, 2024
The Big Post-Election Surprise Awaiting InvestorsA "perfect fiscal policy storm" is coming, says Jeff Bush of The Washington Update.
October 23, 2024
10 Most Generous American Billionaires: Forbes, 2024Ten people among the 400 richest Americans have given away 20% or more of their wealth.
October 23, 2024
Best & Worst Individual Annuity Providers: J.D. Power, 2024Many customers do not fully understand the products they buy, according to a new study.
October 22, 2024
JPMorgan, at Odds With Goldman, Sees Solid Run Ahead for StocksThe bank's analysts, including David Kelly, expect large-cap equities to return an annualized 6.7% over the next 10-15 years.
October 22, 2024
Jeremy Siegel: 'Under-Loved' Bull Market Could See Notable Gains"This is not the backdrop for the start of a bear market," the WisdomTree economist wrote.
October 21, 2024
Trump Relies on Billionaire Donors to Fund 2024 Race Against HarrisEight-figure donations have been made by Elon Musk, Miriam Adelson, Isaac Perlmutter and Timothy Mellon.
October 21, 2024
What Advisors Who Switch Firms Are Really Looking ForThere are two main motivations for making a move, recruiter Dave Glaser tells ThinkAdvisor.
October 21, 2024
Debate: Should Employees Get a Health Insurance Tax Break?Currently, employers get the tax benefit. What if workers got the cash to pick their own plan?