Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
May 06, 2024
Social Security Retirement Fund Will Run Dry in 2033: Trustees ReportThere are bright spots in the new projections, but the news remains troubling, Social Security experts say.
May 06, 2024
Is the 4% Rule Too Safe?While rules of thumb aren't optimal, I think 5% is a more realistic starting point for typical retirees.
May 06, 2024
8 Trends in the Art MarketA recent Bank of America report provides some talking points for advisors helping clients navigate this alternative investment.
May 06, 2024
Fitch Predicts Annuity Issuers Will Overcome Office SlumpBut falling prices pose "global contagion risk" for some small banks, analysts warn.
May 01, 2024
3 Reasons Cash Is King AgainReturns on cash are competitive now, and your clients might have more of it than you think.
May 01, 2024
JPMorgan Embraces Family Offices, With 'Very Tailored' AdviceThey offer such bespoke services as cybersecurity advisory and matrimonial planning, practice head William Sinclair says.
May 01, 2024
U.S. Faces Retirement Crisis, Working Women SaySurvey respondents cited inflation and rising health costs among reasons that retirement is only getting harder.
May 01, 2024
Fed Flags Lack of Inflation Progress but Signals Hikes UnlikelyOfficials unanimously decided to leave the target range for the federal funds rate at 5.25% to 5.5%.
May 01, 2024
15 U.S. Cities Where It Takes the Most Income to Be Middle ClassIn six cities, a household can bring in more than $300,000 and still fit the definition, SmartAsset found.
April 30, 2024
How to Lock In a $14M Estate Tax Exemption Before 2026Families have a range of planning options — and trust limitations — to consider as exclusion amounts change.