-
After an optimistic start to the year, financial advisors' confidence in the economy and other key indicators fell sharply in March as the United States escalated its bombing campaign in Iran.
March 9 -
The 6-3 Supreme Court ruling against one of President Donald Trump's signature economic policies was consequential, but experts say volatility is unlikely to be over.
February 20 -
In a blow to the President's economic agenda, the high court said the trade barriers could not stand.
February 20 -
The U.S. and more than 100 other countries finalized an agreement that would exempt American companies from some foreign taxes.
January 5 -
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





















