Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
April 18, 2024
Vermont Partners With Colorado to Launch Its Auto-IRA ProgramThe agreement will put the state on track to roll out VT Saves by the end of 2024.
April 17, 2024
The Ten Commandments of Prospecting in 2024I say unto thee: The advisor who prospects well shall inherit the earth.
April 17, 2024
These 10 Industries Offer the Best-Performing 401(k) PlansTough markets in 2022 caused average balances to fall across industries, but some sectors managed to outperform significantly.
April 17, 2024
Health Care and Retirement Expenses Stress American Women: SurveyPoll participants expressed strong support for federal policy solutions that could help with these issues.
April 17, 2024
Happy 60th Birthday. Time to Reduce Future RMDs.Traditional retirement accounts are "unlocked" at age 59.5, opening a window to act before RMDs start at 73.
April 17, 2024
Supreme Court Case Could Upend a Key Succession StrategyThe case involves a life insurance strategy intended to keep remaining shareholders in control after a key shareholder's death.
April 16, 2024
Critics Continue Fight Two Unpopular Social Security ProvisionsSocial Security's windfall elimination provision and government pension offset rules can be particularly hard on surviving spouses.
April 16, 2024
10 Cheap Stocks With Reliable Dividends: MorningstarCompanies on the index that are currently undervalued were screened for quality and durable payouts.
April 16, 2024
Two-Thirds of Pre-Retirees Expect to Work Past 65Here's how advisors are helping them, according to a Nationwide survey.
April 16, 2024
Life and Annuity Issuers Could Help Break the Banks: EconomistsA working paper details potential problems at mutual funds, pension plans and broker-dealers, as well as insurers.