Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
It's Not Too Early to Start 2024 Tax Planning
By Roger WohlnerClients who have yet to claim Social Security or start RMDs often have a degree of flexibility.
March 13, 2024
Politics Beats Inflation, Recession as Americans' Top Concern: Survey"People are just fed up with the dysfunction," a Northwestern Mutual exec said.
March 13, 2024
A Third of Americans Are Not Happier in Retirement: StudyRetirees who are content in their post-work years are likelier to prioritize social activities, MassMutual reported.
March 12, 2024
Larry Swedroe: 10 Big Risks Threatening Markets NowActive investing is a "loser's game," says the popular author and researcher, who has a large holding in alternative investments.
March 12, 2024
10 Stocks Worth More After Q4 Earnings: MorningstarThe average fair-value estimate increase was 2.07% through February, the biggest average increase since 2021.
March 12, 2024
6 Ways for RIAs to Win Next-Gen AdvisorsKate Healy and Caleb Brown shared tips on how to develop, and keep, up-and-coming talent.
March 12, 2024
Social Security 2025 COLA Estimate Jumps to 2.4%Higher-than-expected inflation in February has pushed the 2025 Social Security COLA projection up meaningfully.
March 08, 2024
15 Biggest U.S. Mega-Donors to Charity in 2023These donors gave away $175 million or more last year, according to the Chronicle of Philanthropy.