Economy & Markets
The important economic and stock market news that advisors need to know.
World’s Biggest Solo Stock-Picker Is Having Best Year Since 1991
By Loukia GyftopoulouFidelity's $155 billion Contrafund, managed by Will Danoff, has returned 41% so far in 2024.
December 13, 2024
Fee War Kicks Off for One of Wall Street’s Hottest ETF TradesLeverage Shares touted fees of 0.75% — lower than all its competitors — on leveraged Tesla and Nvidia funds.
December 12, 2024
Big Tech Is Making Index Funds Riskier. Here's What Advisors Can Do.As tech stocks present growing concentration risk, students of history should recognize that market leadership can shift rapidly.
December 12, 2024
Gundlach: 9 Market, Economic Predictions for Investors to WatchSeveral key indicators point to a likely recession, but we're not there yet, the DoubleLine CEO says.
December 10, 2024
10 Value Stocks for Long-Term Investors: MorningstarThese companies are both well-run and well-priced, according to analysts.
December 10, 2024
Jeremy Siegel Warns Against December OverexuberanceThe next few weeks could be disappointing, the economist said in his weekly column.
December 10, 2024
Nippon Life Closes on Big Corebridge Stake, Adds U.S. Annuity SizzleThe Japanese giant is also said to be in talks to acquire Resolution Life for $8.2 billion.
December 09, 2024
4 Options for Passing Down Your FirmWhen transitioning the book from one generation to the next, it's important to balance legacy and liquidity.