The Advisor Advocate^®

The blog offers economic insights and inspired, informed guidance for your clients and advice for building your practice. It’s your resource for timely, relevant expertise on the topics that matter most to financial professionals and their clients.

A senior couple reviews their tax return.

Client outcomes

November 27, 2023 3

The benefits of charitable contributions: a guide for financial professionals

As we enter the holiday season and days like Giving Tuesday arrive, it's vital to consider the impact...

A cashier helping a customer.

Capital Market Impact

November 27, 2023 4

Market Stabilization Through Year’s End: A Goldilocks Approach

The S&P 500® Index looks to extend the winning streak to five weeks.

A group of professionals in a meeting.

Client outcomes

November 17, 2023 4

Student debt and retirement: 6 tips to help guide clients toward financial stability

Concerns about student loan debt could be an issue that your older clients will need addressed when discussing...

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Economic Commentary

November 14, 2023 4

Fed still engaged in inflation fight: Weekly Economic Review & Outlook

Weekly perspectives on the economy and financial markets and our outlook of the week ahead.

A woman using a mobile.

Economic Commentary

November 14, 2023 2

Consumer slowdown comes into better focus

We expect weaker, albeit positive, growth in the fourth quarter, but the odds of a recession in 2024...

Microphone in radio studio

Economic Commentary

November 10, 2023 1

Podcast: Geopolitical events and the potential economic impact

How could recent geopolitical events impact the U.S. economy?

A globe on a surface.

Economic Commentary

November 1, 2023 1

Podcast: A blowout third quarter for the economy

How does the strong GDP report alter our outlook for a recession in 2024?

Man looks at charts on a computer.

Economic Commentary

November 1, 2023 2

Economic outlook still spooky despite recent treats

Much stronger-than-expected hiring and retail spending in September complicates policy decisions for the Fed.

A man and a young boy building structures with colorful Lego blocks.

Client outcomes

October 31, 2023 2

Extraordinary Conversation: Addressing the long-term care challenge

Dave Levenson, president and CEO for LIMRA, LOMA and LL Global joined Holly Snyder, president of Nationwide Life...

A man checking his phone.

Client outcomes

October 30, 2023 4

Help clients keep financially focused during an election year

Objective guidance and sound financial advice can help clients maintain a big-picture perspective for their financial plan.

A couple looking out the window happily.

Client outcomes

October 26, 2023 5

Helping clients understand the financial benefits of marriage

Marriage can offer significant financial benefits such as pooled resources for retirement, access to spousal Social Security benefits,...

Popular Articles

A man checking his phone.

Client outcomes

October 30, 2023 4

Help clients keep financially focused during an election year

Objective guidance and sound financial advice can help clients maintain a big-picture perspective for their financial plan.

Person fills their car with gas.

Economic Commentary

January 24, 2023 4

How Has the Pandemic Impacted Inflation

Inflation fears have cropped up again as the costs of many goods and services have spiked this year.

Happy smiling african american male realtor broker banker talking consulting young married couple. Full length millennial family spouse meeting real estate agent or financial advisor at office.

Client outcomes

January 27, 2023 4

Why is Estate and Legacy Planning Important?

Legacy planning gives financial professionals an opportunity to demonstrate their empathy and build client trust.

Two women in a meeting.

Client outcomes

September 27, 2023 4

How to use in-plan protected income solutions to improve retirement confidence

In-plan protected income solutions can go a long way toward building retirement confidence.

A senior couple reviews their tax return.

Client outcomes

November 27, 2023 4

The benefits of charitable contributions: a guide for financial professionals

As we enter the holiday season and days like Giving Tuesday arrive, it's vital to consider the impact...

A group of professionals in a meeting.

Client outcomes

November 17, 2023 4

Student debt and retirement: 6 tips to help guide clients toward financial stability

Concerns about student loan debt could be an issue that your older clients will need addressed when discussing...

Women viewing computer at work

Client outcomes

September 8, 2022 4

What your clients may not know about annuity taxation

Annuity living benefit riders can provide a consistent income stream in retirement but require different tax treatments depending...

A man and a young boy building structures with colorful Lego blocks.

Client outcomes

October 31, 2023 4

Extraordinary Conversation: Addressing the long-term care challenge

Dave Levenson, president and CEO for LIMRA, LOMA and LL Global joined Holly Snyder, president of Nationwide Life...

Team members at work.

Business Growth

August 25, 2023 4

Tradition meets innovation: annuity products and technology

Integrating traditional annuity products with cutting-edge technology is creating new opportunities for financial professionals.

A person gardening happily.

Client outcomes

August 28, 2023 4

How to discuss 5 common myths about annuities with your clients

Annuity products are more client-friendly than in the past. In this blog, we’ll dispel some of the most...

A person looking at their mobile device.

Client outcomes

March 31, 2023 4

The Fair Tax Act explained

The Fair Tax Act proposes to eliminate the federal income and wealth transfer system and replace it with...

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