Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
Missing Piece in Wealth Transfers? For Many Wealthy Families, It's Therapy.
By Rob BurgessOf the 150 HNW families he represents, "probably 20 don't talk to each other," Berger Singerman partner Marc Shuster says.
September 29, 2026
Northwestern Mutual Rolls Out Family Office Services for Ultra-Rich ClientsThe integrated offering is designed to serve select investors with more coordinated, multi-generational financial planning.
September 29, 2026
15 Best Value Public Universities: 2027The Princeton Review's study focused on academic rigor, affordability and career outcomes for graduates, among other criteria.
September 28, 2026
Helping Young Clients Coast to Retirement Starts With the Right NumberThe Coast FI strategy appeals to clients seeking a less extreme alternative to FIRE, but there are mistakes to avoid.
September 28, 2026
12 Best Blue-Chip Stocks to Buy Now: MorningstarThe companies have market caps in excess of $100 billion, analysts note, and their stocks are undervalued.
September 25, 2026
15 Best Countries for Retirement Security: 2026The U.S. fell three places from last year in Natixis' Global Retirement Index ranking.
September 24, 2026
12 States Where $250K Lasts Longest for Long-Term CareAging Americans face distinct challenges planning for such care no matter where they live, CareScout finds.
September 23, 2026
Clients' Social Security, Medicare Worries Run High Ahead of Midterms: CFP BoardCost pressures are driving some clients to make reactive decisions, a report finds.