Investing & Economy

Through early May 2022, the S&P Index was down nearly 13% from its December 31, 2021, recent high. Others — the Dow, NASDAQ, bond markets — also continue to struggle with volatility and investor uncertainty.

In 2021, half the consumers in America thought financial advisors were too expensive, while almost all who used an advisor said they were worth the money, according to a new survey.

Much has been written recently about the wealth gap in the United States. The growth in income in recent decades has tilted to upper-income households, according to The Pew Research Center. “At the same time, the U.S. middle

The impact of the labor shortage on the financial and business services sector in the U.S. could amount to $436 billion by 2030, according to a recent report from Korn Ferry, the global organizational consulting firm.

The wealth management industry in the United States is estimated at about $29 trillion, according to the publication Business Insider, citing statistics from Aite Group. And assets under management (AUM) of North American wealth

Since the pandemic, the percentage of investors wanting to invest in environmental, social and governance (ESG) products has nearly doubled, according to a recent survey conducted by Ernst & Young, and that figure is projected to nearly double

Total U.S. annuity sales were $62.3 billion in the third quarter, up 12% from third quarter 2020. Year-to-date, annuity sales increased 19% to $191.4 billion, according to results from the Secure Retirement Institute® (SRI®) U.S.

The coronavirus pandemic plunged the global economy into a historical crisis characterized by collapsing stock market, rising inflation and skyrocketing unemployment. To keep the economy afloat, central banks resorted to pumping more money

A year jump-started with robust economic growth in the United States, 2021’s initially fast recovery shifted to lower gear as inflation worries, the persistence of the COVID-19 Delta variant, and supply chain woes emerged as speed

Total preliminary U.S. annuity sales were $62.2 billion in the third quarter, up 12% from third quarter 2020. Year-to-date, annuity sales increased 19% to $191.4 billion, representing the highest sales in the first nine months since 2008

Financial advisors and their clients are increasingly concerned about how proposed changes in federal tax policies could affect future portfolio growth and retirement planning.

Two schools of investment thought often collide. One holds “Active Investing”– continuous portfolio monitoring and corrective intervention – adds little value. Indeed, “Passive Investing”