Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
Debate: Do Taxpayers Benefit From New Hardship Distribution Rules?
By Robert Bloink | William H. ByrnesThe Secure 2.0 Act contained many provisions that broadened the ability to access retirement funds without penalty.
November 06, 2024
12 Most Livable Midsize U.S. Cities: 2024AARP looked at areas with a population of between 25,000 and 99,999 individuals, including some near the water.
November 06, 2024
Trump Has Proposed Nearly $8 Trillion in Tax Cuts. What Happens Now?Trump will now have to offer details of all the cuts he floated in recent months, says Greg Valliere.
November 05, 2024
Market Volatility Tied to Elections Can Be a Friend or FoeStock prices tend to reward investors who stick with their long-term strategy during turbulent periods.
November 05, 2024
October Broke RIA Deal Record: DeVoeThe surge in mergers and acquisitions is a notable spike following nearly three years of more muted activity.
November 05, 2024
Top 15 Cities for the Ultra-Wealthy: 2024The club of individuals with liquid investable assets of $100 million has grown by 54% over the decade.
November 05, 2024
15 New Retirement, Tax Numbers to Know for 2025The IRS has increased key thresholds tied to 401(k)s, IRAs, income, estate and gift taxes.
October 31, 2024
11 News Topics That Make Investors NervousSome current events are making clients reconsider the amount of risk they're willing to take, a new survey finds.