Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
High-Income Retirement Savers Still in a Post-Pandemic Slump
By Allison BellFor the top 5%, post-tax, inflation-adjusted income is 1.7% lower than it was before everything changed.
September 06, 2024
Why Retirement Trends Matter to the Fed's Call on Interest RatesMeasuring the pace and scale of retirement trends helps policymakers understand where the U.S. economy may be heading.
September 06, 2024
Clients Don't Need Big Magificent 7 Holdings: Schwab's SondersThere are many opportunities outside the mega-cap tech stocks, according to the investment strategist.
September 06, 2024
Here's How Much Financial Planners Were Paid in 2023The median total compensation for CFPs was 10% higher than that of other planners, a study finds.
September 06, 2024
Top 12 States Where Wealthy Millennials Are MovingWhen they relocate for job opportunities and other reasons, they take their economic clout with them.
September 05, 2024
How a Solo Advisor Can Build a Team and Boost EfficiencyAdvisors face the challenge of doing more to meet evolving client demands, and many are joining forces.
September 05, 2024
Here's How Big Social Security Cuts Could Be Without ReformsA research group has put a dollar amount on the expected reduction per couple if Congress doesn't act.
September 04, 2024
12 Best Cities for Retirement: 2024The personal finance website ranked 182 cities based on affordability, activities, quality of life and health care.