The Wealth Advisor

Contributor

The Wealth Advisor is today’s most relied-on source of news and education for planners and advisors. We scan the news so you don’t have to, sending you what you don’t want to miss…but don’t always have time to find yourself without poring through dozens of publications. The Wealth Advisor sends you a handy once-a-week list of the most important news, hand-picked by our staff for its importance to investment advisors and their practices.

4 New Theories for Why Everybody’s Bummed Out

If you’re like most Americans you think everything is terrible you’re forcing pollsters and economists to find theories to explain why you’re bummed.

Last Year was Likely the Best Ever for JPMorgan. It May not be able to do Better in 2024.

Most banks might be happy to forget 2023, but for JPMorgan Chase (JPM), it was likely the best ever.

Magnificent Seven Stocks to Give Way to Magnificent Many in 2024

If 2023 was all about the Magnificent Seven on Wall Street, this year is poised to usher in a broader array of winners.

Millennials and Gen Z Rethink Investing Strategy

Economic volatility has prompted Millennials and Gen Z to steer them away from their traditionally strong focus on environmental and social issues.

With Trump’s Tax Cuts Expiring, Taxes Could Increase for Most Americans After Next Year. Here’s How to Plan Ahead

For past few years U.S. taxpayers have lived under a time-limited reprieve in their federal tax burden thanks to legislation passed at end of 2017.