Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
April 15, 2024
12 Most Dynamic U.S. Metro Areas: 2024The metro that topped last year's ranking has plunged to No. 29.
April 15, 2024
Debate: Should the Government Force Mega-RMDs on Massive Retirement Accounts?A proposal in Biden's budget targets those who have saved at least $10 million in tax-preferred funds.
April 15, 2024
Schwab Beats Q1 Revenue Target After Tough YearThe final 10% of TD Ameritrade advisors and clients are moving to Schwab in May, says CEO Bettinger.
April 12, 2024
Here's What's Wrong With the 4% RuleFor investors who prefer a formulaic approach to retirement withdrawals, there's a better option.
April 11, 2024
Annuities Soar as Source of Life Insurer RevenueAt the same time, the share of the U.S. life companies' premiums tied to individual life insurance is shrinking.
April 10, 2024
Social Security 2025 COLA Estimate Climbs to 3%The Senior Citizens League's 2025 COLA projection increased again after jumping from 1.75% to 2.4% last month.
April 09, 2024
Younger Investors Are Optimistic About Their Finances, But Want HelpA recent poll finds most Gen Zers and millennials are asking for financial advice but not always from advisors.
April 08, 2024
Bob Doll Checks in on His 10 Predictions for 2024Only two of the investment strategist's calls for the year appear to be heading in the right direction.
April 04, 2024
Top 15 Wealth-Creating Stocks of the Past 10 Years: MorningstarThese market standouts have generated an estimated total of $15.9 trillion in shareholder wealth, says portfolio strategist Amy Arnott.
April 04, 2024
12 States Where Homebuyers Need a Six-Figure IncomeAffordability is a hurdle in a growing number of locations, an analysis by Bankrate found.