Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
8 Tips for Clients Receiving a Windfall: Advisors' Advice
By Dinah Wisenberg BrinA sudden fortune can come with complexity.
October 19, 2026
Estate and Inheritance Taxes in 17 States: 2026Some clients with assets far below the federal threshold need to plan for these levies, according to the Tax Foundation.
October 15, 2026
Ultra-Rich Donors Worldwide Gave $250B in 2025: AltrataPeople worth $30 million or more number only 557,000, a report finds, but accounted for 38% of global giving by individuals.
October 14, 2026
10 Most Expensive ZIP Codes: 2026The median home sale price reached eight figures in one of these neighborhoods, according to PropertyShark.
October 14, 2026
Social Security COLA Set at 3.6% for 2027The boost will not be enough to stave off retirees' higher costs, advocacy groups say.
October 12, 2026
33 Cheap Stocks to Buy in Q4: Morningstar"We think the U.S. stock market is entering an especially risky environment," strategist David Sekera writes.
October 09, 2026
North American Family Offices Feel Upbeat: ReportThey are raising their expectations, even as they navigate wealth transfers, rapid wealth creation and a tech transformation.
October 09, 2026
MassMutual Offers Flourish Cash Through Its Financial ProsIts 6,000 financial professionals can help clients access a high-yield interest rate on held-away cash.