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Political instability and other pressures are feeding some clients' portfolio fears, advisors say in this month's Financial Advisor Confidence Outlook.
November 12 -
Across more than two years of advisor surveys, industry worries have evolved dramatically. Yet certain themes continue to capture attention.
October 31 -
In this month's Financial Advisor Confidence Outlook, advisors' feelings about the overall economy and practice performance were up. That optimism could be fleeting.
October 7 -
The so-called "Magnificent Seven" are doing well, but experts say that doesn't tell the story of the overall economy, which is struggling under the surface.
August 18 -
Even the wonkiest experts are struggling to keep up with the latest macroeconomic data. Here are the key factors to watch in the coming months.
August 11 -
Many advisors expressed optimism that tariff-induced volatility was calming, but others said they are concerned about the long-term effects of the so-called Big Beautiful Bill.
July 8 -
From an accountant's perspective, the trade deficit isn't a sign of economic weakness. As with any financial flow, there are two sides to the ledger.
June 26
Lindenwood University -
By far the most significant factor behind the jump in this month's Financial Advisor Confidence Outlook (FACO) was the outlook for the overall economy.
June 6 -
The May Financial Advisor Confidence Outlook survey shows that instability, especially around tariffs, continues to weigh heavily on the minds of advisors and their clients.
May 7 -
President Donald Trump's back-and-forth tariff plays have some advisors worried they are ill equipped to handle more swings, per new Financial Planning data.
April 28 -
Advisors who impart the long view of market ups and downs help investors stick with the financial plan during turbulent times.
April 10
Wealth Teams Alliance -
As the on-and-off-again tariffs roil markets, a guide for financial advisors who need to manage both investments and clients.
April 9 -
A 10% duty will stay in place for most countries as the president praised dozens of countries that did not impose retaliatory tariffs of their own.
April 9 -
Unpredictable policy outcomes and market volatility have led this month's Financial Advisor Confidence Outlook deep into the red.
April 9 -
Veterans of the dot-com bubble of the late '90s, the early 2000s recession, the 2008 financial crisis and COVID-19 shutdown of 2020 say the more things change, the more things stay the same.
April 7 -
Bonds have always been a haven for investors, but new products could draw financial advisors and clients seeking higher yield than those of passive ETFs.
April 7 -
Traders are struggling to predict the Fed's next move amid rising recession fears, volatile rate-cut bets and growing uncertainty over global tariffs.
April 7 -
The JPMorgan Chase CEO voiced concerns about President Trump's tariffs, warning of potential economic instability, inflation and damage to international alliances.
April 7 -
President Donald Trump's much bigger-than-expected tariff hikes increase the urgency of the Republican tax-cut package now in negotiation.
April 7 -
As Donald Trump's policies rattle the economy, partisan identities are driving investors toward very different outlooks on the stock market.
April 4















