Investing & Economy

Financial advisors are leveraging opportunities to broaden their planning portfolios by offering estate planning services to help clients address this significant yet underserved need.

“Investing is a marathon, not a sprint” is a metaphor financial companies and business journalists sometimes use to describe long-term investment strategies.

People working from home report a Workforce Happiness Index of 75 out of 100, compared to 71 for in-office employees, according to a CNBC/SurveyMonkey

The U.S. Commerce Department reported in late January that real GDP decreased 3.5 percent in 2020 – the biggest annual decline since 1946 and the worst yearly plunge since 2009

TV host and podcaster Mike Rowe – of Dirty Jobs fame – likes to say: “Work ethic is important because, unlike intelligence, athleticism, charisma, or any other natural attribute, it’s a

Small businesses owners who are part of the “Y.O.Y.O.” economy – short for “You’re On Your Own” – often fail to consult with financial services professionals who could help them plan

The Chicago Board of Trade revolutionized investing in 1993 with the introduction of its Volatility Index® (VIX® Index). It was the first benchmark index to measure the

Robo-advisors, investment apps, and low-cost investment funds are drawing wide attention as consumers face new challenges to the traditional model of consulting 

All over the world, consumers rely on life insurance to protect their families and provide financial security. As we highlight the importance of life insurance as we wrap up Life Insurance

The debate over actively managed funds versus passive investments has raged for years, but recent market fluctuations have added a new twist

Holistic financial planning helps families. At least half of Americans do not have a written financial plan. However, those who do have a plan say documenting their goals and strategies

Investors are increasingly concerned about continued market volatility in the early 2020s. A recent Natixis survey of institutional investors found a majority of those polled were