Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
Good News & Bad News: 8 New Findings About Retirement Readiness
By John ManganaroA Goldman Sachs report offers both encouraging and worrying signs about planning in the United States.
September 25, 2024
Two-Thirds of Americans Worry About Medicare's SolvencyThey want meaningful reforms of the federal government's health insurance program, Nationwide Retirement Institute research found.
September 25, 2024
7 Stats Showing That Americans Could Use Some Financial AdviceWith pressures mounting, it's no wonder only 12% of respondents to an Edelman Financial Engines survey feel wealthy.
September 25, 2024
U.S. Annuity Issuers Have a Firm Grip on the Assets: S&P GlobalOne challenge is that their recent growth has been just too good.
September 24, 2024
Strong Stock Market Pushes Up Annuity AssetsOverall growth was slower than for the total retirement asset pie, according to new ICI figures.
September 24, 2024
Fidelity Says Advisors' ETF Use Rose Sharply This Year. Here's Why.Growth in active ETFs is helping drive a shift toward greater ETF use overall, Fidelity found.
September 24, 2024
10 Cities With the Most Ultra-Wealthy ResidentsThe number of people with $30 million or more in the U.S. rose 13% in 2023, according to Altrata.
September 23, 2024
The 60/40 Portfolio Isn't Dead. But Is It Enough?To enhance client portfolios, advisors might want to look beyond stocks and bonds.