COVID-19

Stuck at home in quarantine, technology editor Ryan W. Neal finally repaid the graduate-school debts that had hung over his head for a decade.

While it’s good that firms are addressing mental-health concerns, Marcus Ashworth writes that temporary fixes don't get to the nub of the culture problem.

It could all add up to a Goldilocks moment, where growth is fast and sustained while inflation ticks up gently, he wrote to shareholders in his annual letter.

“In a good economy, older workers can work and claim later; in a bad economy, older workers are pushed out into the arms of Social Security,” an expert says.

Some money managers warn that the optimism is unsustainable as a successful vaccine rollout doesn’t necessarily equate to the return of pre-pandemic life.

Given the current nest egg shortfall in America, and that $1.7 trillion may not move the needle, Bloomberg’s Nir Kaissar says the message to save is key.

Yet another IRS change to tax rules amid the COVID pandemic is complicating tax-planning opportunities for financial advisors this filing season.

Although home prices have been surging, Bloomberg’s Alexis Leondis suggests a housing supply shortage will keep values from collapsing in the near future.

“Honestly, it’s a little frightening,” said Joel Schiffman, who oversees defined contribution products in North America for Schroders.