Advisor Blog

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 family discuses a legacy plan on the porch.

Client outcomes

January 31, 2023 4

What happens if a client passes away without a legacy plan?

One way to help clients understand the value of proper estate planning is to consider what can happen...

illustration of green outline of United States on a blue background

Capital Market Impact

January 30, 2023 4

Rally continues as investors hope for a soft landing

Equity markets continued their impressive start to the year on growing hopes for a soft landing, gaining in...

illustration of stacks of cash on green background

Economic Commentary

January 30, 2023 4

GDP details show waning momentum for 2023: Weekly Economic Review & Outlook

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

Podcast microphone on air.

Economic Commentary

January 27, 2023 1

Podcast: GDP growth ended 2022 with an unhealthy mix

How does Q4’s GDP report impact our outlook of the economy and financial markets—and the potential for a...

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.

A man reviews his retirement income plan on his phone.

Client outcomes

January 26, 2023 6

Tips for funding a Roth account in 2023

2023 could be a really good year to fund a Roth account. Why? Because of low current tax...

Client outcomes

January 25, 2023 4

Rethinking life after retirement

Market volatility leads to uncertainty for investors planning for retirement as many say they plan to continue working.

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.

illustration of a magnifying glass

Economic Commentary

January 23, 2023 3

Consumer activity slows to close 2022: Weekly Economic Review & Outlook

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

Podcasting equipment

Economic Commentary

January 20, 2023 1

Podcast: Inflation Update – How consumers could drive the economy in 2023

Nationwide economists Ben Ayers and Daniel Vielhaber provide an outlook on consumers in 2023.

Woman reads information on the inflation outlook.

Client outcomes

January 19, 2023 4

Supporting clients through inflation anxiety

To deal with anxiety regarding finances, the APA suggests you “pause but not panic,” identify specific stressors and...

Popular Articles

Client outcomes

January 25, 2023 4

Rethinking life after retirement

Market volatility leads to uncertainty for investors planning for retirement as many say they plan to continue working.

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.

A father and children talking

Client outcomes

March 1, 2022 4

National Ag Day brings farmers into focus and highlights needs those clients may have

Nationwide is committed to helping farmers stay ahead of today's fast pace of evolving technology and how it...

Three people analyzing a piece of paper

Beyond Investing

October 11, 2022 4

SECURE Act 2.0 updates aim to help families build and access savings

Recent legislative activity aims to help workers build emergency savings and retirement security.

Client outcomes

August 24, 2022 4

Inflation increases financial stress for many families

Worries about inflation and a potential recession are top of mind for American families. Read more insights from...

Client outcomes

August 2, 2022 4

Using the 4% rule correctly may also mean you need to break it

We’ve all heard of the 4% rule in retirement. But using it effectively—especially in today’s environment—may mean using...

a couple talking to a financial professional

Client outcomes

November 12, 2021 4

RMD tables to change in 2022 – less will have to be taken by owners and beneficiaries

RMD tables will change in 2022. The current tables will still be used to calculate 2021 required minimum...

Illustration of a scale with money on each platform

Economic Commentary

March 15, 2022 4

How does inflation affect the stock market and potential strategies to take with your clients

Be prepared for the potential effects of inflation on the stock market.

A family discuses a legacy plan on the porch.

Client outcomes

January 31, 2023 4

What happens if a client passes away without a legacy plan?

One way to help clients understand the value of proper estate planning is to consider what can happen...

Woman reads information on the inflation outlook.

Client outcomes

January 19, 2023 4

Supporting clients through inflation anxiety

To deal with anxiety regarding finances, the APA suggests you “pause but not panic,” identify specific stressors and...

Meeting between three individuals

Client outcomes

October 12, 2022 4

Investors face inflation, recession fears with confidence

In the current market climate, the expertise and guidance of a financial professional becomes more important than ever.

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