Financial Planning

Economy

• Beware the Risks of Playing It Safe, Wilmington Trust Warns in Seven-Year Forecast

  February 7, 2012

  There are risks to playing it safe by investing in bonds. That’s the overarching conclusion of a seven-year economic and financial market forecast from Wilmington Trust Investment Advisors, the newly named investment advisory and asset management arm of M&T Bank Corporation.

• Economists Debate Governments' Role in Repairing Economies

  January 31, 2012

  Two renowned economists engaged in a fierce debate at the IMCA New York Consultants Conference but both admitted they had no concrete answer to the fundamental question: What can the government do to repair the economy?

• Pundit Warns of Global Political Instability, Economic Stress in 2012

  January 30, 2012

  University of Chicago Professor Emeritus Marvin Zonis had harsh words for this year’s slate of presidential candidates, including the incumbent, as he touched on geo-political and economic hot spots for 2012, a year in which 11 nations representing more than half of the world's GDP by purchasing power parity per capita will be selecting their next leaders.

• Morgan Stanley Smith Barney: We Expect U.S. Recession, Too

  January 26, 2012

  The Global Investment Committee of Morgan Stanley Smith Barney said in its January 2012 market commentary that it expects not just Europe, but the United States, to slip into recession.

• Planners Call Obama’s 'Union' Address Optimistic But Short on Specifics

  January 25, 2012

  The open question, among others, is how some of these initiatives will be paid for and whether any substantial work will get done in an election year, one planner said.

• ML Survey: Affluent Investors Eyeing Volatility, Unemployment

  January 25, 2012

  Affluent investors looking for market cues to invest more toward their retirement this year are most watching stock market volatility and improvement in the job market, according to preliminary results from a Merrill Lynch semiannual survey.

• Europe Likely to Muddle Through 2012: Panel

  January 10, 2012

  The European debt crisis will likely continue to cast a shadow on the markets in the coming year, with a full solution to those problems unlikely to emerge in 2012, according to a panel of investment executives from BlackRock, Lord Abbett and Pacific Investment Management Company.

• Economy Moving From 'Strength to Strength'

  January 9, 2012

  Know what to pay attention to and what to ignore. That's the advice of MFS Investment Management Chief Investment Strategist James Swanson, who believes the U.S. economy is already 28 months into a recovery that the news media is failing to recognize and report.

• Investor Confidence Dips Slightly in December

  December 28, 2011

  Eurozone worries contributed to a modest dip in investor confidence in December, according to a State Street analysis.

• Consumer Confidence Gets Another Jolt

  December 28, 2011

  The Conference Board Consumer Confidence Index rose 9.3 points in December to 64.5, following a 14.3-point rise in November, The Conference Board said Tuesday.

• U.S. Leading Economic Index Jumps Half Percent in November

  December 27, 2011

  The Conference Board Leading Economic Index rose 0.5% in November to 118, following a 0.9% rise in October and a 0.1% bump in September.

• Middle Market Employers Eye Health Benefits Cuts in 2012

  December 22, 2011

  About 65% of respondents to an industry survey identified the cost of benefits most often as having the biggest impact on compensation decisions over the past year. The findings could present opportunities for financial planners and advisors who work with retirement plan sponsors.

• Americans' Confidence in Financial Security Continues to Rise

  December 20, 2011

  Americans’ financial outlook is ending 2011 with a continued rise in confidence, the Country Financial Security Index shows. The index rose 1.6 points in December, to end the year at 64.8.

• Volatility Worries Advisors, But Most Have No Strategy to Manage It

  December 15, 2011

  Advisors agree almost unanimously that volatility will be a force to reckon with in the next two years, but 38% are not using managed volatility strategies in client portfolios, according to an SEI poll of 200 financial advisors.

• U.S. Economy's Making a Resilient Comeback: TD Economics

  December 14, 2011

  The U.S. economy, while still vulnerable, has shown encouraging signs of progress over the last few months, according to a report released by TD Economics, an affiliate of TD Bank.

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