A good grasp of how the economy works and what factors influence market cycles is essential for the investment adviser, as its effect on stock and bond prices will most likely affect the value of securities within your client's portfolio.


Within this section we will discuss the various factors that affect the health of the economy, such as government fiscal and monetary policy, interest rates and inflation.



Economic Indicators

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Frequently Asked Questions
  1. Can I fund a Traditional IRA, a 403(b) or a Roth IRA using pension money?

    Can pension money be used to fund other retirement accounts?
  2. What are unregistered securities or stocks?

    Before securities, like stocks, bonds and notes, can be offered for sale to the public, they first must be registered with ...
  3. How does a company move from an OTC market to a major exchange?

    The over-the-counter market is not an actual exchange like the NYSE or Nasdaq. Instead, it is a network of companies that ...
  4. Can I roll a traditional IRA into a 529 college account for my grandchild?

    The short answer: Not without paying taxes. But as with much of the tax code, there are various nuisances and exemptions ...
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