Emerging Trends

  • Dow, S&P 500 Extend Win Streaks
    Dow, S&P 500 Extend Win Streaks

    Risk-Appetite Reemerges...

    Domestic and international stocks rose last week. Risk appetite outweighed concerns about the state of U.S.-China trade discussions. The Dow Jones Industrial Average, Nasdaq Composite, S&P 500, and MSCI EAFE all ended the week with gains. Blue chips led the way, as the Dow added 1.22%.
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  • Charles Schwab: Hong Kong Rising Affluent Need a Modern Approach to Financial Planning to Achieve Their Goals
    Charles Schwab: Hong Kong Rising Affluent Need a Modern Approach to Financial Planning to Achieve Their Goals

    Affluent financial well-being index finds only 3% have a modern financial plan

    Charles Schwab, Hong Kong, Ltd. (Charles Schwab Hong Kong) today announced the findings from its first Hong Kong Rising Affluent Financial Well-being Index. The study revealed the strong pressure that the rising affluent in Hong Kong are facing to support themselves and their family, as well as the need to have a comprehensive understanding of…
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  • U.S. Corporate Earnings Confirm Pessimism of Wall Street Analysts
    U.S. Corporate Earnings Confirm Pessimism of Wall Street Analysts

    Three-Factor model gauges analyst sentiment, earnings trends and stock correlations

    Following a U.S. earnings hot streak that has persisted for 10 of the past 12 quarters through mid-2019, Wall Street analysts remained doubtful the trend would continue in the third quarter of 2019 and beyond...
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  • More Than Half of U.S. Adults Say Financial Stress Negatively Affects Their Health & Work Performance
    More Than Half of U.S. Adults Say Financial Stress Negatively Affects Their Health & Work Performance

    Anxiety so deep that they're afraid to even look in their mailboxes

    Stressed about money? Consumers who are afraid to look in their mailbox and see another credit card bill or bank statement are not alone. New research from Lincoln Financial Group shows that over half of U.S. adults surveyed say financial stress negatively impacted their personal health and work performance in 2018.
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  • Why Is Financial Literacy So Important?
    Why Is Financial Literacy So Important?

    Consumers have to manage increasingly complex financial issues

    Financial literacy: Possessing the knowledge and skills to make informed and effective decisions about money and financial goals. Today’s consumers have to manage increasingly complex financial issues. From student loans, credit card and other debt, and managing increased healthcare costs, to retirement savings and addressing the financial risks in retirement, there are more financial balls in…
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  • Northern Trust Sees ‘Tipping Point’ in Move to Outsourced Trading by Asset Managers
    Northern Trust Sees ‘Tipping Point’ in Move to Outsourced Trading by Asset Managers

    Evolving technology, cost pressures, and regulatory change are leading factors contributing to a new wave of outsourcing in the front office

    Asset managers face unprecedented pressure from shrinking margins, changing distribution models and regulatory challenges, driving the industry to the brink of its third major outsourcing wave since the 1980s, according to a new white paper from Northern Trust.
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  • Credit Crunch: More Than 206 Million Americans Don’t Understand a Common 0% APR Retailer Trick
    Credit Crunch: More Than 206 Million Americans Don’t Understand a Common 0% APR Retailer Trick

    With 'deferred interest', it's buyer-beware

    With the average shopper expected to spend $1,048 this holiday season, credit card debt on the rise, and 82% of people unaware how a common financing trick called deferred interest works, WalletHub today released its 2019 Deferred Interest Survey and its annual Store Credit Card Landscape Report in order to help people get the most…
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  • 5 Social Security Myths Debunked
    5 Social Security Myths Debunked

    Why your clients should just 'focus on the facts' before claiming

    Getting your arms around Social Security can be pretty complicated. Misinformation, partially informed opinions, and complex benefits formulas can easily lead one down an incorrect—and costly—path.
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  • Market Pulse: More Historic Highs
    Market Pulse: More Historic Highs

    Jobs report, Fed rate-cut buoys traders

    A better-than-forecast jobs report prompted a stock market rally Friday, two days after traders witnessed another interest rate cut by the Federal Reserve.
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  • IMX Rises as Investors React to Earnings Season
    IMX Rises as Investors React to Earnings Season

    Cautious investors increased exposure to equity markets in October

    The Investor Movement Index® (IMXSM) increased to 4.84 in October, up 7.3 percent from its September score. The IMX is TD Ameritrade’s proprietary, behavior-based index, aggregating Main Street investor positions and activity to measure what investors actually were doing and how they were positioned in the markets.
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  • Ten Gen Z Expectations that Forecast the Consumers of the Future
    Ten Gen Z Expectations that Forecast the Consumers of the Future

    What it will mean to be a 'full fledged adult'

    Fuse, LLC, released new research today on 2,000 13-17-year-olds and their expectations of 2030. In the year 2030, the majority of Gen Z will be in their 20's and 30's and likely considering family, career, and what it means to be a full-fledged adult. It's at this point too that their economic power as a…
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  • Growing The American Workforce
    Growing The American Workforce

    Business and policymakers must join forces to raise workforce participation

    Increasing competition from abroad, an aging population, and the slowing growth of the American workforce could have profound consequences for US economic strength and global leadership, a new report from the Committee for Economic Development of The Conference Board (CED) warns.
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  • Understanding the Consumers Of 2030
    Understanding the Consumers Of 2030

    Gen Z Expectations That Forecast the Consumers of the Future

    Fuse, LLC, released new research today on 2,000 13-17-year-olds and their expectations of 2030. In the year 2030, the majority of Gen Z will be in their 20's and 30's and likely considering family, career, and what it means to be a full-fledged adult. It's at this point too that their economic power as a…
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