Economy

• 000106 Nov 06, 2026 2027 Tax Brackets Raise Thresholds for High Earners and Business Owners Higher income thresholds, a $15.48 million estate exclusion and expanded business tax limits shape 2027 planning for affluent clients and founders.
• 000107 Nov 06, 2026 October Jobs Gain of 165,000 Raises Pressure for December Rate Increase Payrolls beat forecasts, wages ran hotter and Treasury yields rose, putting a December rate increase more firmly in market expectations.
• 000022 Nov 05, 2026 U.S. ETFs Draw $203.8 Billion in October as Bond Funds Set Monthly Record U.S. ETFs attracted $203.8 billion in October, led by record bond fund flows and a rebound in passive equities despite falling benchmarks.
• 000033 Nov 04, 2026 California’s Prop 40 Debate Puts Residency, Valuation and Liquidity in Focus Prop 40’s uncertain fate has advisers weighing residency records, private-company valuations and the cash demands a one-time wealth tax could create.
• 000039 Nov 03, 2026 Client Optimism Falls to 38% as Financial Planners Turn More Cautious Only 38% of clients have a positive financial outlook, while planners report weaker confidence and continued growth in their practices.
• 000090 Nov 03, 2026 Fragment’s Charlie Tang Focuses on Testing AI Agents for Procurement Work Fragment uses simulations built from production data to assess whether its procurement agents can handle complex business workflows reliably.
• 000087 Nov 03, 2026 Brent Spot Pricing and Diesel Costs: Why Physical Oil Markets Matter The source identifies Brent as a physical-market price, a distinction that matters when comparing oil benchmarks with futures and fuel costs.
• 000043 Nov 03, 2026 Vanderbilt Securities Ends Relationship With Advisor After Trade and Recordkeeping Allegations Gregory Ricker’s departure follows allegations involving about 365 trades and more than $192,600 in losses and commission refunds. Two customer compla...
• 000092 Nov 02, 2026 Dry Bulk Shipping Offers a Real-Time View of Commodity Demand Cargo flows and freight conditions can reveal shifts in industrial activity before delayed economic data, though they’re signals rather than guarantee...
• 000058 Nov 02, 2026 Leveraged ETF Holdings Left Retirees Facing Losses of Up to 70% A South Carolina adviser held daily reset funds for years in older clients’ accounts. The investments lost about 70% on average, while firm oversight...
• 000001 Nov 02, 2026 FIRE’s Hidden Cost: Forgone Paychecks and $170,000 in Annual Spending Early retirement can mean years of missed income, costly healthcare and substantial family spending. One household estimates its annual cost at more t...
• 000065 Nov 02, 2026 Holiday Budget Cuts Hold at 68% as U.S. Households Face Rising Costs A Thrivent survey finds 68% of Americans plan to cut at least one holiday expense, with fewer gifts, less travel and everyday costs weighing on budget...
• 000088 Nov 01, 2026 France’s 2026 Slowdown Has Yet to Meet the Test for Recession French output slipped 0.1% in the third quarter, but the committee says the shallow decline and mixed indicators don’t yet establish a recession.
• 000093 Oct 31, 2026 Inflation Makes Checking Account Fees More Visible in Tight Budgets Monthly charges, ATM costs and overdraft penalties can add up. Comparing account terms helps households see what they pay to access their money.
• 000079 Oct 30, 2026 Morgan Stanley Elder Abuse Case Returns to Trial Over Aging Client’s Options Trades A California appeals court revived most claims, finding that account gains didn’t resolve whether the options strategy posed foreseeable risks.
• 000081 Oct 30, 2026 Retirement Health Costs Rise as Advisors Point to HSA Planning Gaps A 2026 estimate puts lifetime health costs at $185,500 for a typical 65-year-old retiree, while few Americans plan for the expense or invest HSA balan...
• 000002 Oct 19, 2026 Why Retirees May Spend Less Than They Planned—and What That Means for Saving A writer’s parents have pensions and a paid-off home, yet their appetite for travel and big purchases has faded. The experience raises questions about...
• 000100 Oct 14, 2026 Bedloe Targets the Profile Gap Behind Immigrant Entrepreneurship in the U.S. Immigrant founders and technical workers drive a large share of U.S. business and innovation. Bedloe builds media profiles around their work.