Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
Extending the Estate Tax Exemption: Likely With Trump, But Not a Given
By John ManganaroPlanning experts say it's key for advisors to remain flexible in case the tax rules undergo unexpected changes.
November 06, 2024
What Clients Changing Jobs Should Know About Their 401(k)These clients have a decision to make on whether, and where, to move their retirement savings.
November 06, 2024
El-Erian: Election Means 'New Power Structure' in U.S."The markets are reacting in an incredibly rational fashion," Allianz's chief economic advisor says.
November 06, 2024
12 Most Livable Midsize U.S. Cities: 2024AARP looked at areas with a population of between 25,000 and 99,999 individuals, including some near the water.
November 06, 2024
Trump Has Proposed Nearly $8 Trillion in Tax Cuts. What Happens Now?Trump will now have to offer details of all the cuts he floated in recent months, says Greg Valliere.
November 05, 2024
Market Volatility Tied to Elections Can Be a Friend or FoeStock prices tend to reward investors who stick with their long-term strategy during turbulent periods.
November 05, 2024
October Broke RIA Deal Record: DeVoeThe surge in mergers and acquisitions is a notable spike following nearly three years of more muted activity.
November 05, 2024
Top 15 Cities for the Ultra-Wealthy: 2024The club of individuals with liquid investable assets of $100 million has grown by 54% over the decade.