Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
How to Talk to Clients About Fed Moves
By Allison BellDave Byrnes, Security Benefit's distribution chief, looks at an opportunity to explain the benefit of diversification.
March 20, 2024
S&P Tops 5,200 as Fed Backs Rate-Cut ViewThe index reached a new high as Fed officials maintained their outlook for three rate cuts this year.
March 20, 2024
Fed Pencils In 3 Rate Cuts in 2024But, following a recent uptick in inflation, the central bank forecast fewer cuts than before in 2025.
March 19, 2024
6 Best U.S. Stock Index Funds in 3 Categories: MorningstarThe top funds in the S&P 500, total market and small company classes share low expense ratios.
March 19, 2024
How to Help Women Claim Social Security in 4 Different SituationsHow advisors explain clients' benefit claiming options can make or break financial success in their 80s and beyond.
March 18, 2024
Will RIAs Start Using Fixed Rate Annuities in Portfolios?The products represent a relatively attractive way to increase portfolios' potential risk-adjusted, after-tax returns.
March 18, 2024
Americans' Biggest Financial RegretsThe overall stress level around financial regrets is increasing, according to Bankrate research.
March 15, 2024
12 States With the Fastest Growing CFP NumbersOn net, the total number of CFPs has grown about 10,000 since 2021, SmartAsset reports.