Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
Younger Investors Are Optimistic About Their Finances, But Want Help
By Michael S. FischerA recent poll finds most Gen Zers and millennials are asking for financial advice but not always from advisors.
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.
April 03, 2024
7 Tips for Advisors Planning to Break AwayThe growing independent RIA space includes both entrepreneurial younger advisors and those within sight of retirement.
April 01, 2024
20 Hottest Luxury Real Estate Markets: 2024One in five ultra-wealthy individuals plan to invest in real estate this year, according to Knight Frank.
April 01, 2024
How Much It Takes to Join the Top 1%, in 17 CountriesThe top country on this list has a threshold more than twice that of the U.S.
April 01, 2024
15 States With the Lowest Tax Rates: 2024U.S. households pay often drastically different amounts, and types, of state and local taxes.
March 29, 2024
'Probability of Success' Doesn't Mean What Your Clients Think It MeansThe good news is that "failure" doesn't, either.
March 28, 2024
Debate: With Direct File, Is the IRS Inviting Conflict of Interest?The pilot program offers eligible taxpayers in 12 states a cost-free way to submit their federal returns.